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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
MFG
576
Magnus Financial Group
New York
$351K
BCM
577
Becker Capital Management
Oregon
$350K
CNBOF
578
City National Bank of Florida
Florida
$349K
BPC
579
Bearing Point Capital
Minnesota
$349K
OSAM
580
O'Shaughnessy Asset Management
Connecticut
$348K
BI
581
Ballast Inc
Kentucky
$347K
DAS
582
Dynamic Advisor Solutions
Arizona
$346K
DWA
583
Douglass Winthrop Advisors
New York
$343K
AL
584
Aspiriant LLC
California
$341K
SWA
585
Strategies Wealth Advisors
Michigan
$338K
MWM
586
Mission Wealth Management
California
$337K
SCTC
587
Sanibel Captiva Trust Company
Florida
$334K
SA
588
Sovran Advisors
California
$334K
FLI
589
Family Legacy Inc
South Carolina
$333K
JIC
590
Joel Isaacson & Co
New York
$327K
A
591
Argentarii
Ohio
$326K
PFG
592
Pacific Financial Group
Washington
$325K
CG
593
Caprock Group
Idaho
$324K
PIMG
594
Patriot Investment Management Group
Tennessee
$323K
NB
595
NBT Bank
New York
$322K
PP
596
Postrock Partners
Oregon
$322K
FVWA
597
Foster Victor Wealth Advisors
South Carolina
$321K
KL
598
KilterHowling LLC
Colorado
$321K
MIC
599
Means Investment Company
Maine
$321K
Fisher Asset Management
600
Fisher Asset Management
Washington
$320K