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
National Bank of Canada
476
National Bank of Canada
Quebec, Canada
$483K
Chevy Chase Trust
477
Chevy Chase Trust
Maryland
$482K
PCA
478
Pallas Capital Advisors
Massachusetts
$480K
CT
479
Colonial Trust
South Carolina
$479K
HW
480
Hancock Whitney
Mississippi
$474K
DFG
481
Dynamic Financial Group
Iowa
$473K
FF
482
Finley Financial
Nevada
$471K
FF
483
Friday Financial
Iowa
$470K
GPA
484
Guidance Point Advisors
Massachusetts
$470K
FWTB
485
First Western Trust Bank
Colorado
$470K
BEAM
486
Baker Ellis Asset Management
Washington
$465K
DW30
487
Drucker Wealth 3.0
New Jersey
$463K
CIA
488
Compass Ion Advisors
Pennsylvania
$462K
WIM
489
Wittenberg Investment Management
Massachusetts
$460K
IA
490
Integrity Alliance
Iowa
$457K
NCM
491
NCM Capital Management
New Jersey
$452K
2WWM
492
21 West Wealth Management
California
$452K
CFG
493
Cooper Financial Group
California
$450K
AC
494
Apella Capital
Connecticut
$447K
FLPIM
495
F.L. Putnam Investment Management
Massachusetts
$446K
LFA
496
LGT Financial Advisors
Texas
$445K
SAW
497
Signal Advisors Wealth
Michigan
$443K
CIA
498
Capital Investment Advisors
Georgia
$437K
DRP
499
Decker Retirement Planning
Utah
$437K
MFGP
500
Marshall Financial Group (Pennsylvania)
Pennsylvania
$435K