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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
FA
576
Flagstar Advisors
New York
$356K
VDI
577
Vaughan David Investments
Illinois
$354K
AA
578
Ancora Advisors
Ohio
$353K
CCM
579
Cohen Capital Management
California
$353K
VFPW
580
Vantage Financial Partners (Wisconsin)
Wisconsin
$352K
MFG
581
Magnus Financial Group
New York
$351K
BCM
582
Becker Capital Management
Oregon
$350K
CNBOF
583
City National Bank of Florida
Florida
$349K
BPC
584
Bearing Point Capital
Minnesota
$349K
OSAM
585
O'Shaughnessy Asset Management
Connecticut
$348K
BI
586
Ballast Inc
Kentucky
$347K
DAS
587
Dynamic Advisor Solutions
Arizona
$346K
DWA
588
Douglass Winthrop Advisors
New York
$343K
AL
589
Aspiriant LLC
California
$341K
SWA
590
Strategies Wealth Advisors
Michigan
$338K
MWM
591
Mission Wealth Management
California
$337K
SCTC
592
Sanibel Captiva Trust Company
Florida
$334K
SA
593
Sovran Advisors
California
$334K
FLI
594
Family Legacy Inc
South Carolina
$333K
JIC
595
Joel Isaacson & Co
New York
$327K
A
596
Argentarii
Ohio
$326K
PFG
597
Pacific Financial Group
Washington
$325K
CG
598
Caprock Group
Idaho
$324K
PIMG
599
Patriot Investment Management Group
Tennessee
$323K
NB
600
NBT Bank
New York
$322K