IWS icon

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
EFS
426
Essex Financial Services
Connecticut
$597K
RSWM
427
Robertson Stephens Wealth Management
California
$595K
PFM
428
Phillips Financial Management
Indiana
$594K
SAM
429
Strive Asset Management
Ohio
$593K
CB
430
Centennial Bank
Arkansas
$592K
IC
431
IEQ Capital
California
$591K
MTIC
432
Missouri Trust & Investment Company
Missouri
$591K
MCM
433
Manchester Capital Management
Vermont
$578K
RTL
434
Red Tortoise LLC
Georgia
$574K
SWM
435
Spire Wealth Management
Virginia
$573K
B
436
Bensler
Washington
$573K
PPC
437
Park Place Capital
Alabama
$572K
AUB
438
Atlantic Union Bankshares
Virginia
$571K
WT
439
Washington Trust
Rhode Island
$570K
BFA
440
Bragg Financial Advisors
North Carolina
$570K
FMN
441
Financial Management Network
California
$570K
CFG
442
Cornerstone Financial Group
Nebraska
$564K
WH
443
Willner & Heller
California
$560K
CCAL
444
City Center Advisors LLC
Michigan
$559K
PI
445
PFG Investments
New York
$558K
AF
446
Allworth Financial
California
$558K
GWA
447
Geometric Wealth Advisors
District of Columbia
$558K
MMA
448
Miracle Mile Advisors
California
$558K
BI
449
Berkeley Inc
Idaho
$556K
PB
450
Pinnacle Bancorp
Nebraska
$556K