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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
PFS
276
Prospera Financial Services
Texas
$1.36M
MLA
277
My Legacy Advisors
Oregon
$1.36M
I2I
278
Insight 2811 Inc
Illinois
$1.35M
WTB
279
Washington Trust Bank
Washington
$1.35M
BCI
280
Brinker Capital Investments
Pennsylvania
$1.34M
FI
281
FWG Investments
Kentucky
$1.34M
FNBT
282
FineMark National Bank & Trust
Florida
$1.33M
BRWA
283
B. Riley Wealth Advisors
Florida
$1.31M
PA
284
Parallel Advisors
California
$1.31M
Fuller & Thaler Asset Management
285
Fuller & Thaler Asset Management
California
$1.3M
CWMP
286
Clarion Wealth Managment Partners
Virginia
$1.3M
FGG
287
Financial Guidance Group
Florida
$1.29M
CCM
288
Coldstream Capital Management
Washington
$1.28M
CCB
289
Country Club Bank
Missouri
$1.27M
MA
290
Mutual Advisors
Nebraska
$1.27M
EWA
291
ERTS Wealth Advisors
Michigan
$1.26M
PCH
292
PGIM Custom Harvest
New Jersey
$1.26M
BFS
293
Bradley Foster & Sargent
Connecticut
$1.24M
TPCW
294
TD Private Client Wealth
New York
$1.23M
BCM
295
Brookstone Capital Management
Illinois
$1.23M
AFP
296
Ausdal Financial Partners
Iowa
$1.22M
EK
297
Evensky & Katz
Florida
$1.2M
CAM
298
Cozad Asset Management
Illinois
$1.19M
WAP
299
Wealthcare Advisory Partners
Pennsylvania
$1.19M
SCG
300
Sonata Capital Group
Washington
$1.19M