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