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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
SFA
326
Sequoia Financial Advisors
Ohio
$1.02M
AL
327
ADE LLC
Maryland
$1.01M
CB
328
Cadence Bank
Mississippi
$1.01M
NP
329
NorthRock Partners
Minnesota
$998K
IA
330
IFP Advisors
Florida
$992K
CAL
331
Capital Analysts LLC
Pennsylvania
$985K
CHJWM
332
Carlton Hofferkamp & Jenks Wealth Management
Texas
$983K
CWM
333
Cornerstone Wealth Management
Missouri
$980K
MFWP
334
Mosaic Family Wealth Partners
Missouri
$977K
BWFA
335
Baltimore-Washington Financial Advisors
Maryland
$965K
WI
336
Wedgewood Investors
Pennsylvania
$964K
NB
337
Nicolet Bankshares
Wisconsin
$964K
BAM
338
Belpointe Asset Management
Nevada
$959K
FCA
339
Fortis Capital Advisors
Kansas
$959K
SVWAG
340
Sound View Wealth Advisors Group
Georgia
$958K
AQR Capital Management
341
AQR Capital Management
Connecticut
$950K
SI
342
Saxon Interests
Texas
$949K
TPA
343
Trivium Point Advisory
Connecticut
$948K
NF
344
Nvest Financial
New Hampshire
$946K
FOA
345
Five Oceans Advisors
California
$943K
TP
346
Tranquility Partners
Tennessee
$934K
Franklin Resources
347
Franklin Resources
California
$931K
IPW
348
Intergy Private Wealth
Colorado
$927K
IB
349
Intrust Bank
Kansas
$919K
R
350
Rebalance
California
$914K