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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
CC
251
Courier Capital
New York
$1.57M
DADC
252
D.A. Davidson & Co
Montana
$1.57M
ACA
253
Aptus Capital Advisors
Alabama
$1.57M
ATPW
254
Ashton Thomas Private Wealth
Arizona
$1.55M
IWC
255
Integrated Wealth Concepts
Massachusetts
$1.52M
RFWA
256
RPg Family Wealth Advisory
Massachusetts
$1.52M
PFA
257
Pure Financial Advisors
California
$1.52M
PSF
258
Pacific Sun Financial
California
$1.51M
AT
259
American Trust
Kentucky
$1.51M
MAM
260
MWA Asset Management
Massachusetts
$1.49M
NW
261
Naviter Wealth
Arkansas
$1.48M
BPA
262
Beacon Pointe Advisors
California
$1.47M
ACA
263
Affinity Capital Advisors
California
$1.46M
CFO
264
Callan Family Office
Pennsylvania
$1.46M
BFC
265
Bedel Financial Consulting
Indiana
$1.45M
SAG
266
SageView Advisory Group
California
$1.44M
Thrivent Financial for Lutherans
267
Thrivent Financial for Lutherans
Minnesota
$1.44M
KWM
268
Kingsview Wealth Management
Oregon
$1.43M
LB
269
Legacy Bridge
Iowa
$1.42M
BFM
270
Broadview Financial Management
Wisconsin
$1.41M
RB
271
Renasant Bank
Mississippi
$1.38M
HCA
272
Heck Capital Advisors
Wisconsin
$1.37M
PCM
273
Pointe Capital Management
Michigan
$1.37M
MCM
274
MV Capital Management
Maryland
$1.37M
BEI
275
Benjamin Edwards Inc
Missouri
$1.37M