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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 63 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
Boston Partners
401
Boston Partners
Massachusetts
$682K
PWP
402
Principle Wealth Partners
Connecticut
$681K
ODIJL
403
One Day In July LLC
Vermont
$676K
RMDI
404
R.M. Davis Inc
Maine
$671K
PPW
405
Parcion Private Wealth
Washington
$667K
CI
406
Cordant Inc
Oregon
$666K
AA
407
Alesco Advisors
New York
$666K
WIA
408
World Investment Advisors
California
$663K
DT
409
Diversified Trust
Tennessee
$662K
FFA
410
Farther Finance Advisors
California
$660K
NAMP
411
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$654K
AL
412
Aspiriant LLC
California
$654K
AAS
413
Annex Advisory Services
Wisconsin
$648K
CNBT
414
Canandaigua National Bank & Trust
New York
$639K
TSS
415
Two Sigma Securities
New York
$636K
RT
416
Rockland Trust
Massachusetts
$633K
CGPCS
417
Capital Group Private Client Services
California
$630K
EWA
418
EverSource Wealth Advisors
Alabama
$629K
SWA
419
Sax Wealth Advisors
New Jersey
$623K
SCP
420
Stevens Capital Partners
Nebraska
$615K
VA
421
Valmark Advisers
Ohio
$614K
SHWM
422
Smith & Howard Wealth Management
Georgia
$610K
PC
423
Port Capital
Illinois
$607K
RIS
424
Retirement Income Solutions
Michigan
$601K
BSTWA
425
Blake Schutter Theil Wealth Advisors
Ohio
$598K