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iShares Russell Mid-Cap Value ETF

912 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, 323 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: 79.59%74.46% (-5.1%)

12% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 323

Holders
912
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
D.E. Shaw & Co
601
D.E. Shaw & Co
New York
$301K
BWM
602
BCGM Wealth Management
Indiana
$300K
RFN
603
RDA Financial Network
Iowa
$299K
LWCFA
604
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$299K
BTI
605
Blue Trust Inc
Georgia
$298K
TC
606
TownSquare Capital
Utah
$296K
MC
607
Moors & Cabot
Massachusetts
$295K
VCP
608
Vista Capital Partners
Oregon
$293K
AA
609
Aire Advisors
California
$289K
ATC
610
Argent Trust Co
Tennessee
$288K
ESB
611
Essex Savings Bank
Connecticut
$287K
HI
612
Harbour Investments
Wisconsin
$285K
SAI
613
Savvy Advisors Inc
New York
$284K
LKWM
614
Lee-Kelleher Wealth Management
Maryland
$282K
CAG
615
Crestwood Advisors Group
Massachusetts
$278K
PFM
616
Peak Financial Management
Massachusetts
$277K
AG
617
AlTi Global
New York
$277K
USB
618
Union Savings Bank
Connecticut
$277K
CIA
619
Cape Investment Advisory
Georgia
$277K
FAIM
620
Financial Advocates Investment Management
Washington
$276K
LFS
621
Legacy Financial Strategies
Kansas
$274K
RIA
622
Regal Investment Advisors
Michigan
$273K
AFC
623
AFT Forsyth & Company
Florida
$272K
FA
624
FSA Advisors
Michigan
$272K
SW
625
SkyOak Wealth
Michigan
$272K