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iShares Russell Mid-Cap Value ETF

924 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, 280 increasing their positions, 305 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:

8% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 305

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

Holders
924
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
CFO
276
Callan Family Office
Pennsylvania
$1.47M
BFM
277
Broadview Financial Management
Wisconsin
$1.46M
SAG
278
SageView Advisory Group
California
$1.45M
BFC
279
Bedel Financial Consulting
Indiana
$1.44M
PFS
280
Prospera Financial Services
Texas
$1.44M
I2I
281
Insight 2811 Inc
Illinois
$1.43M
AT
282
American Trust
Kentucky
$1.41M
AFG
283
Allegheny Financial Group
Pennsylvania
$1.41M
Renaissance Technologies
284
Renaissance Technologies
New York
$1.37M
FGG
285
Financial Guidance Group
Florida
$1.36M
FNBT
286
FineMark National Bank & Trust
Florida
$1.36M
ANBOT
287
American National Bank of Texas
Texas
$1.34M
AQR Capital Management
288
AQR Capital Management
Connecticut
$1.33M
Neuberger Berman Group
289
Neuberger Berman Group
New York
$1.33M
EWA
290
ERTS Wealth Advisors
Michigan
$1.32M
MA
291
Mutual Advisors
Nebraska
$1.31M
BFS
292
Bradley Foster & Sargent
Connecticut
$1.31M
CWMP
293
Clarion Wealth Managment Partners
Virginia
$1.3M
TPCW
294
TD Private Client Wealth
New York
$1.29M
SCG
295
Sonata Capital Group
Washington
$1.28M
WAP
296
Wealthcare Advisory Partners
Pennsylvania
$1.28M
NG
297
Norden Group
Utah
$1.28M
CCB
298
Country Club Bank
Missouri
$1.26M
CAM
299
Cozad Asset Management
Illinois
$1.26M
GIA
300
Gladstone Institutional Advisory
Florida
$1.25M