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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
Kayne Anderson Rudnick Investment Management
301
Kayne Anderson Rudnick Investment Management
California
$1.18M
AFG
302
Allegheny Financial Group
Pennsylvania
$1.18M
GIA
303
Gladstone Institutional Advisory
Florida
$1.17M
LGG
304
Luts & Greenleigh Group
Maryland
$1.17M
MWM
305
Meridian Wealth Management
Kentucky
$1.17M
SFC
306
SYM Financial Corp
Indiana
$1.16M
PTC
307
Private Trust Company
Ohio
$1.15M
WSFS
308
Wilmington Savings Fund Society
Delaware
$1.15M
GWMIA
309
Global Wealth Management Investment Advisory
Florida
$1.15M
SFB
310
STAR Financial Bank
Indiana
$1.15M
HFBOT
311
Home Federal Bank of Tennessee
Tennessee
$1.14M
TPI
312
Trust Point Inc
Wisconsin
$1.13M
FNT
313
First National Trust
Pennsylvania
$1.12M
SCM
314
SOL Capital Management
Maryland
$1.11M
VCM
315
Viewpoint Capital Management
Washington
$1.1M
GT
316
Greenleaf Trust
Michigan
$1.1M
CTC
317
Central Trust Company
Missouri
$1.1M
KOC
318
Koss-Olinger Consulting
Florida
$1.09M
UCFA
319
United Capital Financial Advisors
Texas
$1.09M
SFS
320
Sowell Financial Services
Arkansas
$1.08M
WIM
321
Warwick Investment Management
Texas
$1.07M
SFWC
322
Strategic Family Wealth Counselors
New Jersey
$1.04M
GT
323
Glenview Trust
Kentucky
$1.03M
PMG
324
Private Management Group
California
$1.02M
SFA
325
Sequoia Financial Advisors
Ohio
$1.02M