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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
Raymond James Financial
26
Raymond James Financial
Florida
$71M
HWA
27
Heritage Wealth Advisors
Virginia
$68.1M
EH
28
Equitable Holdings
New York
$58.9M
Truist Financial
29
Truist Financial
North Carolina
$57.3M
MCC
30
Money Concepts Capital
Florida
$56.8M
AWM
31
AE Wealth Management
Kansas
$48.3M
Lido Advisors
32
Lido Advisors
California
$45.4M
ANTB
33
AMG National Trust Bank
Colorado
$44.6M
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$44.3M
Mariner
35
Mariner
Kansas
$37.4M
SW
36
SVB Wealth
Massachusetts
$36.8M
CPIG
37
Chicago Partners Investment Group
Illinois
$36.7M
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$36.3M
CMA
39
Cedar Mountain Advisors
Oregon
$34M
OCM
40
One Capital Management
California
$33.8M
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$32.8M
GI
42
GLOBALT Investments
Georgia
$32M
Osaic Holdings
43
Osaic Holdings
Arizona
$30.3M
LL
44
LPWM LLC
Minnesota
$29.3M
HighTower Advisors
45
HighTower Advisors
Illinois
$28.8M
WFAG
46
Wescott Financial Advisory Group
Pennsylvania
$28.3M
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$27.3M
KeyBank National Association
48
KeyBank National Association
Ohio
$26.6M
ACA
49
Anchor Capital Advisors
Massachusetts
$25.6M
MGIA
50
Moneta Group Investment Advisors
Missouri
$23.8M