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iShares Russell Mid-Cap Value ETF

927 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 83 funds opening new positions, 281 increasing their positions, 306 reducing their positions, and 52 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:

8% less repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 306

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
927
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
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
CFO
276
Callan Family Office
Pennsylvania
$1.47M
BFM
277
Broadview Financial Management
Wisconsin
$1.46M
SAG
278
SageView Advisory Group
California
$1.45M
MCM
279
MV Capital Management
Maryland
$1.45M
BFC
280
Bedel Financial Consulting
Indiana
$1.44M
PFS
281
Prospera Financial Services
Texas
$1.44M
I2I
282
Insight 2811 Inc
Illinois
$1.43M
AT
283
American Trust
Kentucky
$1.41M
AFG
284
Allegheny Financial Group
Pennsylvania
$1.41M
Renaissance Technologies
285
Renaissance Technologies
New York
$1.37M
FGG
286
Financial Guidance Group
Florida
$1.36M
FNBT
287
FineMark National Bank & Trust
Florida
$1.36M
ANBOT
288
American National Bank of Texas
Texas
$1.34M
AQR Capital Management
289
AQR Capital Management
Connecticut
$1.33M
Neuberger Berman Group
290
Neuberger Berman Group
New York
$1.33M
EWA
291
ERTS Wealth Advisors
Michigan
$1.32M
MA
292
Mutual Advisors
Nebraska
$1.31M
BFS
293
Bradley Foster & Sargent
Connecticut
$1.31M
CWMP
294
Clarion Wealth Managment Partners
Virginia
$1.3M
TPCW
295
TD Private Client Wealth
New York
$1.29M
SCG
296
Sonata Capital Group
Washington
$1.28M
WAP
297
Wealthcare Advisory Partners
Pennsylvania
$1.28M
NG
298
Norden Group
Utah
$1.28M
CCB
299
Country Club Bank
Missouri
$1.26M
CAM
300
Cozad Asset Management
Illinois
$1.26M