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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
IIC
551
Ironwood Investment Counsel
Arizona
$357K
FFC
552
First Financial Corp
Indiana
$355K
TA
553
TFG Advisers
Michigan
$354K
Neuberger Berman Group
554
Neuberger Berman Group
New York
$353K
EWM
555
Empirical Wealth Management
Washington
$352K
LSWP
556
Liberty Square Wealth Partners
Pennsylvania
$352K
MOS
557
MGO One Seven
Ohio
$347K
NAM
558
NTV Asset Management
West Virginia
$347K
BCM
559
BTC Capital Management
Iowa
$346K
VFPW
560
Vantage Financial Partners (Wisconsin)
Wisconsin
$346K
FWM
561
FLP Wealth Management
Arkansas
$345K
Russell Investments Group
562
Russell Investments Group
United Kingdom
$344K
FWP
563
Fiduciary Wealth Partners
Massachusetts
$342K
IA
564
IFG Advisory
Georgia
$342K
APW
565
Acima Private Wealth
Virginia
$342K
BIG
566
Builder Investment Group
Georgia
$340K
MWM
567
Modern Wealth Management
Kansas
$339K
RWM
568
Rench Wealth Management
Texas
$336K
VDI
569
Vaughan David Investments
Illinois
$335K
AA
570
Ancora Advisors
Ohio
$334K
CCM
571
Cohen Capital Management
California
$333K
MFG
572
Magnus Financial Group
New York
$333K
BCM
573
Becker Capital Management
Oregon
$331K
CNBOF
574
City National Bank of Florida
Florida
$330K
BPC
575
Bearing Point Capital
Minnesota
$330K