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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 64 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
BWM
601
BCGM Wealth Management
Indiana
$300K
RFN
602
RDA Financial Network
Iowa
$299K
LWCFA
603
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$299K
BTI
604
Blue Trust Inc
Georgia
$298K
TC
605
TownSquare Capital
Utah
$296K
MC
606
Moors & Cabot
Massachusetts
$295K
VCP
607
Vista Capital Partners
Oregon
$293K
AA
608
Aire Advisors
California
$289K
ATC
609
Argent Trust Co
Tennessee
$288K
ESB
610
Essex Savings Bank
Connecticut
$287K
HI
611
Harbour Investments
Wisconsin
$285K
SAI
612
Savvy Advisors Inc
New York
$284K
LKWM
613
Lee-Kelleher Wealth Management
Maryland
$282K
CAG
614
Crestwood Advisors Group
Massachusetts
$278K
PFM
615
Peak Financial Management
Massachusetts
$277K
AG
616
AlTi Global
New York
$277K
USB
617
Union Savings Bank
Connecticut
$277K
CIA
618
Cape Investment Advisory
Georgia
$277K
FAIM
619
Financial Advocates Investment Management
Washington
$276K
LFS
620
Legacy Financial Strategies
Kansas
$274K
RIA
621
Regal Investment Advisors
Michigan
$273K
AFC
622
AFT Forsyth & Company
Florida
$272K
FA
623
FSA Advisors
Michigan
$272K
SW
624
SkyOak Wealth
Michigan
$272K
RA
625
Ruggaard & Associates
Ohio
$272K