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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
LWM
501
LJI Wealth Management
Indiana
$432K
WP
502
Westmount Partners
California
$431K
BAM
503
Berkshire Asset Management
Pennsylvania
$428K
PA
504
Pinnacle Associates
New York
$427K
AIM
505
Allen Investment Management
New York
$427K
CBA
506
Coastal Bridge Advisors
Connecticut
$423K
WIC
507
Woodmont Investment Counsel
Tennessee
$423K
GBT
508
Grove Bank & Trust
Florida
$422K
SWP
509
Sagespring Wealth Partners
Tennessee
$420K
IWA
510
Icon Wealth Advisors
Texas
$418K
JWA
511
JFS Wealth Advisors
Pennsylvania
$414K
FTWA
512
Fifth Third Wealth Advisors
Ohio
$412K
HAS
513
Holland Advisory Services
Florida
$410K
RIM
514
Rockbridge Investment Management
New York
$410K
AHC
515
Anderson Hoagland & Co
Missouri
$410K
FUBT
516
First United Bank & Trust
Maryland
$409K
TC
517
Trilogy Capital
California
$408K
TWM
518
Topsail Wealth Management
North Carolina
$408K
LAS
519
Lloyd Advisory Services
Georgia
$405K
LBC
520
Lowe Brockenbrough & Co
Virginia
$405K
MCWS
521
McKinley Carter Wealth Services
West Virginia
$400K
NEWAS
522
N.E.W. Advisory Services
Wisconsin
$399K
PCS
523
Private Client Services
Kentucky
$398K
CWM
524
Cranbrook Wealth Management
Michigan
$397K
SCM
525
SCS Capital Management
Massachusetts
$397K