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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
GL
351
Graypoint LLC
New York
$910K
NS
352
NBC Securities
Alabama
$880K
AWM
353
Avior Wealth Management
Nebraska
$880K
FMTC
354
Farmers & Merchants Trust Company
California
$876K
TI
355
Truepoint Inc
Ohio
$866K
Q1WB
356
Quest 10 Wealth Builders
Virginia
$866K
SF
357
Summit Financial
New Jersey
$864K
JFGIW
358
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$863K
DC
359
Davenport & Co
Virginia
$857K
MA
360
MCF Advisors
Kentucky
$852K
SG
361
StoneX Group
New York
$844K
AWM
362
Apollon Wealth Management
South Carolina
$842K
AA
363
Auxano Advisors
Washington
$836K
HCA
364
Harbour Capital Advisors
Virginia
$827K
CSP
365
Cary Street Partners
Virginia
$824K
QCM
366
Quantinno Capital Management
New York
$824K
BA
367
Ballew Advisors
Mississippi
$819K
TNB
368
Thomasville National Bank
Georgia
$818K
LW
369
Linscomb Wealth
Texas
$815K
AssetMark Inc
370
AssetMark Inc
California
$815K
PP
371
Prosperity Planning
Missouri
$814K
RWP
372
Revolve Wealth Partners
New Jersey
$810K
HWM
373
HB Wealth Management
Georgia
$807K
EW
374
Evoke Wealth
California
$800K
MWP
375
MYCIO Wealth Partners
Pennsylvania
$797K