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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
SCG
301
Sonata Capital Group
Washington
$1.19M
Kayne Anderson Rudnick Investment Management
302
Kayne Anderson Rudnick Investment Management
California
$1.18M
AFG
303
Allegheny Financial Group
Pennsylvania
$1.18M
GIA
304
Gladstone Institutional Advisory
Florida
$1.17M
LGG
305
Luts & Greenleigh Group
Maryland
$1.17M
MWM
306
Meridian Wealth Management
Kentucky
$1.17M
SFC
307
SYM Financial Corp
Indiana
$1.16M
PTC
308
Private Trust Company
Ohio
$1.15M
WSFS
309
Wilmington Savings Fund Society
Delaware
$1.15M
GWMIA
310
Global Wealth Management Investment Advisory
Florida
$1.15M
SFB
311
STAR Financial Bank
Indiana
$1.15M
HFBOT
312
Home Federal Bank of Tennessee
Tennessee
$1.14M
TPI
313
Trust Point Inc
Wisconsin
$1.13M
FNT
314
First National Trust
Pennsylvania
$1.12M
SCM
315
SOL Capital Management
Maryland
$1.11M
VCM
316
Viewpoint Capital Management
Washington
$1.1M
GT
317
Greenleaf Trust
Michigan
$1.1M
CTC
318
Central Trust Company
Missouri
$1.1M
KOC
319
Koss-Olinger Consulting
Florida
$1.09M
UCFA
320
United Capital Financial Advisors
Texas
$1.09M
SFS
321
Sowell Financial Services
Arkansas
$1.08M
WIM
322
Warwick Investment Management
Texas
$1.07M
SFWC
323
Strategic Family Wealth Counselors
New Jersey
$1.04M
GT
324
Glenview Trust
Kentucky
$1.03M
PMG
325
Private Management Group
California
$1.02M