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iShares Russell Mid-Cap Value ETF

917 hedge funds and large institutions have $11.1B invested in iShares Russell Mid-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 276 increasing their positions, 304 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

9% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 304

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

Holders
917
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.4M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
276
SageView Advisory Group
California
$1.45M
BFC
277
Bedel Financial Consulting
Indiana
$1.44M
PFS
278
Prospera Financial Services
Texas
$1.44M
I2I
279
Insight 2811 Inc
Illinois
$1.43M
AT
280
American Trust
Kentucky
$1.41M
AFG
281
Allegheny Financial Group
Pennsylvania
$1.41M
Renaissance Technologies
282
Renaissance Technologies
New York
$1.37M
FGG
283
Financial Guidance Group
Florida
$1.36M
FNBT
284
FineMark National Bank & Trust
Florida
$1.36M
ANBOT
285
American National Bank of Texas
Texas
$1.34M
AQR Capital Management
286
AQR Capital Management
Connecticut
$1.33M
Neuberger Berman Group
287
Neuberger Berman Group
New York
$1.33M
EWA
288
ERTS Wealth Advisors
Michigan
$1.32M
MA
289
Mutual Advisors
Nebraska
$1.31M
BFS
290
Bradley Foster & Sargent
Connecticut
$1.31M
CWMP
291
Clarion Wealth Managment Partners
Virginia
$1.3M
TPCW
292
TD Private Client Wealth
New York
$1.29M
SCG
293
Sonata Capital Group
Washington
$1.28M
WAP
294
Wealthcare Advisory Partners
Pennsylvania
$1.28M
NG
295
Norden Group
Utah
$1.28M
CCB
296
Country Club Bank
Missouri
$1.26M
CAM
297
Cozad Asset Management
Illinois
$1.26M
GIA
298
Gladstone Institutional Advisory
Florida
$1.25M
TCA
299
Transcend Capital Advisors
New Jersey
$1.25M
EK
300
Evensky & Katz
Florida
$1.25M