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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
OSAM
576
O'Shaughnessy Asset Management
Connecticut
$329K
BI
577
Ballast Inc
Kentucky
$329K
QCM
578
QRG Capital Management
Illinois
$324K
AP
579
Appleton Partners
Massachusetts
$323K
SA
580
Sovran Advisors
California
$322K
MIC
581
Means Investment Company
Maine
$321K
CFG
582
Citizens Financial Group
Rhode Island
$320K
SWA
583
Strategies Wealth Advisors
Michigan
$320K
FLI
584
Family Legacy Inc
South Carolina
$318K
SCTC
585
Sanibel Captiva Trust Company
Florida
$316K
OP
586
ORG Partners
Indiana
$313K
SW
587
SMART Wealth
Nebraska
$312K
JIC
588
Joel Isaacson & Co
New York
$310K
TF
589
Theory Financial
Colorado
$309K
UAG
590
United Advisor Group
Ohio
$308K
PFG
591
Pacific Financial Group
Washington
$308K
PIMG
592
Patriot Investment Management Group
Tennessee
$305K
NB
593
NBT Bank
New York
$305K
MWM
594
Mission Wealth Management
California
$305K
PP
595
Postrock Partners
Oregon
$305K
FA
596
FDx Advisors
Illinois
$304K
SWA
597
Stratos Wealth Advisors
Ohio
$303K
KL
598
KilterHowling LLC
Colorado
$302K
PCA
599
Providence Capital Advisors
North Carolina
$301K
D.E. Shaw & Co
600
D.E. Shaw & Co
New York
$301K