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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
FB
526
First Bancorp
Maine
$396K
PAI
527
Pittenger & Anderson Inc
Nebraska
$396K
GWP
528
Gateway Wealth Partners
Wisconsin
$396K
RCM
529
Richardson Capital Management
Wisconsin
$392K
FA
530
Flagstar Advisors
New York
$392K
FCM
531
Firestone Capital Management
Florida
$391K
BA
532
Bridgewater Advisors
New York
$390K
PIFP
533
Partners in Financial Planning
Virginia
$385K
BCG
534
Breakwater Capital Group
New Jersey
$384K
CIA
535
Concurrent Investment Advisors
Florida
$382K
BMCM
536
Bryn Mawr Capital Management
Pennsylvania
$379K
RBFC
537
Roman Butler Fullerton & Co
Missouri
$379K
DI
538
DAGCO Inc
Ohio
$379K
FB
539
Fulton Bank
Pennsylvania
$375K
DTC
540
Davidson Trust Company
Washington
$371K
PCIA
541
Prime Capital Investment Advisors
Kansas
$371K
GJIA
542
Glass Jacobson Investment Advisors
Maryland
$371K
NL
543
NWAM LLC
Washington
$370K
CFP
544
Cascade Financial Partners
California
$370K
CTWM
545
Cherry Tree Wealth Management
Minnesota
$369K
PWM
546
Perigon Wealth Management
California
$365K
KCM
547
Kanawha Capital Management
Virginia
$365K
NAS
548
Nicolet Advisory Services
Wisconsin
$360K
PCA
549
Prosperity Capital Advisors
Ohio
$359K
PIA
550
Pinion Investment Advisors
Kansas
$357K