IWS icon

iShares Russell Mid-Cap Value ETF

912 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 283 increasing their positions, 323 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

5.14% less ownership

Funds ownership: 79.59%74.46% (-5.1%)

12% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 323

Holders
912
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.89M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
226
TFB Advisors
Kansas
$2M
TCA
227
Transcend Capital Advisors
New Jersey
$1.99M
NI
228
Nuance Investments
Missouri
$1.99M
Bessemer Group
229
Bessemer Group
New Jersey
$1.99M
FIM
230
Freedom Investment Management
Connecticut
$1.94M
BOH
231
Bank of Hawaii
Hawaii
$1.93M
CWM
232
Congress Wealth Management
Massachusetts
$1.92M
QCG
233
Quadrant Capital Group
Ohio
$1.91M
AWS
234
Atria Wealth Solutions
New York
$1.89M
MFG
235
Merit Financial Group
Georgia
$1.88M
PWS
236
Peloton Wealth Strategists
Indiana
$1.86M
TWM
237
Tradition Wealth Management
Minnesota
$1.82M
CAM
238
Cresset Asset Management
Illinois
$1.81M
BB
239
Berkshire Bank
Massachusetts
$1.8M
BIA
240
BHK Investment Advisors
Alabama
$1.78M
HGWM
241
Horst & Graben Wealth Management
Oregon
$1.76M
ES
242
Eagle Strategies
New York
$1.71M
SIG
243
Stonegate Investment Group
Alabama
$1.67M
IFPG
244
Intrepid Financial Planning Group
Indiana
$1.67M
SWP
245
Stratos Wealth Partners
Ohio
$1.66M
PWP
246
Perfromance Wealth Partners
Illinois
$1.63M
CAG
247
Csenge Advisory Group
Florida
$1.62M
WWA
248
WCG Wealth Advisors
Nevada
$1.62M
RCAG
249
Rehmann Capital Advisory Group
Michigan
$1.61M
Wealthfront Advisers
250
Wealthfront Advisers
California
$1.61M