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iShares Russell Mid-Cap Value ETF

910 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 64 funds opening new positions, 283 increasing their positions, 321 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: 79.54%74.41% (-5.1%)

12% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 321

Holders
910
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
DADC
251
D.A. Davidson & Co
Montana
$1.57M
ACA
252
Aptus Capital Advisors
Alabama
$1.57M
ATPW
253
Ashton Thomas Private Wealth
Arizona
$1.55M
IWC
254
Integrated Wealth Concepts
Massachusetts
$1.52M
RFWA
255
RPg Family Wealth Advisory
Massachusetts
$1.52M
PFA
256
Pure Financial Advisors
California
$1.52M
PSF
257
Pacific Sun Financial
California
$1.51M
AT
258
American Trust
Kentucky
$1.51M
MAM
259
MWA Asset Management
Massachusetts
$1.49M
NW
260
Naviter Wealth
Arkansas
$1.48M
BPA
261
Beacon Pointe Advisors
California
$1.47M
ACA
262
Affinity Capital Advisors
California
$1.46M
CFO
263
Callan Family Office
Pennsylvania
$1.46M
BFC
264
Bedel Financial Consulting
Indiana
$1.45M
SAG
265
SageView Advisory Group
California
$1.44M
Thrivent Financial for Lutherans
266
Thrivent Financial for Lutherans
Minnesota
$1.44M
KWM
267
Kingsview Wealth Management
Oregon
$1.43M
LB
268
Legacy Bridge
Iowa
$1.42M
BFM
269
Broadview Financial Management
Wisconsin
$1.41M
RB
270
Renasant Bank
Mississippi
$1.38M
HCA
271
Heck Capital Advisors
Wisconsin
$1.37M
PCM
272
Pointe Capital Management
Michigan
$1.37M
MCM
273
MV Capital Management
Maryland
$1.37M
BEI
274
Benjamin Edwards Inc
Missouri
$1.37M
NG
275
Norden Group
Utah
$1.37M