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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
BB
451
Busey Bank
Illinois
$553K
E3F
452
Eight 31 Financial
Texas
$542K
JWM
453
JP Wealth Management
South Carolina
$540K
HCMT
454
Highland Capital Management (Tennessee)
Tennessee
$539K
GFL
455
Granite FO LLC
New Hampshire
$534K
MC
456
Mathes Company
New York
$528K
SA
457
Skyline Advisors
Washington
$527K
CWM
458
Cahaba Wealth Management
Georgia
$524K
GAA
459
Guardian Asset Advisors
Pennsylvania
$524K
TPWA
460
Twin Peaks Wealth Advisors
California
$522K
PFBT
461
Parkside Financial Bank & Trust
Missouri
$515K
ZF
462
Zhang Financial
Michigan
$515K
TWP
463
Total Wealth Planning
Ohio
$509K
SAM
464
Silvercrest Asset Management
New York
$506K
1SB
465
1ST Source Bank
Indiana
$502K
GGA
466
Granite Group Advisors
Connecticut
$502K
VFA
467
Valeo Financial Advisors
Indiana
$502K
AWM
468
Atticus Wealth Management
Florida
$498K
EA
469
Enclave Advisors
Texas
$497K
WP
470
WealthPLAN Partners
Nebraska
$497K
WWM
471
Western Wealth Management
Colorado
$496K
SB
472
Simmons Bank
Arkansas
$492K
EAM
473
Evanson Asset Management
California
$489K
T
474
Transce3nd
Texas
$486K
FA
475
Financial Alternatives
California
$484K