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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
FIA
376
Foundations Investment Advisors
Arizona
$787K
IWM
377
IHT Wealth Management
Illinois
$779K
JWCA
378
J.W. Cole Advisors
Florida
$778K
CFB
379
Cullen/Frost Bankers
Texas
$774K
CGA
380
Crescent Grove Advisors
Illinois
$768K
AWA
381
Arkadios Wealth Advisors
Georgia
$768K
AAS
382
Ameritas Advisory Services
Nebraska
$762K
CRM
383
Cramer Rosenthal McGlynn
Connecticut
$760K
PA
384
Prossimo Advisors
California
$751K
RBC
385
Romano Brothers & Co
Illinois
$749K
PWM
386
Parkshore Wealth Management
California
$748K
AF
387
Advisornet Financial
Minnesota
$746K
KP
388
Keel Point
Alabama
$742K
ONB
389
Old National Bancorp
Indiana
$736K
SFPG
390
Stonebridge Financial Planning Group
Florida
$733K
AWMNH
391
Arcadia Wealth Management (New Hampshire)
New Hampshire
$732K
SIA
392
Stegner Investment Associates
Kentucky
$729K
GFP
393
Gryphon Financial Partners
Ohio
$717K
HIP
394
HUB Investment Partners
Texas
$709K
MMG
395
Monetary Management Group
Missouri
$707K
MFIM
396
Mesirow Financial Investment Management
Illinois
$701K
RW
397
Regimen Wealth
Georgia
$699K
Tudor Investment Corp
398
Tudor Investment Corp
Connecticut
$699K
FCH
399
Freestone Capital Holdings
Washington
$697K
PIA
400
Perennial Investment Advisors
California
$685K