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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
MWP
376
MYCIO Wealth Partners
Pennsylvania
$797K
FIA
377
Foundations Investment Advisors
Arizona
$787K
IWM
378
IHT Wealth Management
Illinois
$779K
JWCA
379
J.W. Cole Advisors
Florida
$778K
CFB
380
Cullen/Frost Bankers
Texas
$774K
CGA
381
Crescent Grove Advisors
Illinois
$768K
AWA
382
Arkadios Wealth Advisors
Georgia
$768K
AAS
383
Ameritas Advisory Services
Nebraska
$762K
CRM
384
Cramer Rosenthal McGlynn
Connecticut
$760K
PA
385
Prossimo Advisors
California
$751K
RBC
386
Romano Brothers & Co
Illinois
$749K
PWM
387
Parkshore Wealth Management
California
$748K
AF
388
Advisornet Financial
Minnesota
$746K
KP
389
Keel Point
Alabama
$742K
ONB
390
Old National Bancorp
Indiana
$736K
SFPG
391
Stonebridge Financial Planning Group
Florida
$733K
AWMNH
392
Arcadia Wealth Management (New Hampshire)
New Hampshire
$732K
SIA
393
Stegner Investment Associates
Kentucky
$729K
GFP
394
Gryphon Financial Partners
Ohio
$717K
HIP
395
HUB Investment Partners
Texas
$709K
MMG
396
Monetary Management Group
Missouri
$707K
MFIM
397
Mesirow Financial Investment Management
Illinois
$701K
RW
398
Regimen Wealth
Georgia
$699K
Tudor Investment Corp
399
Tudor Investment Corp
Connecticut
$699K
FCH
400
Freestone Capital Holdings
Washington
$697K