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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
NFA
626
Northwest Financial Advisors
Virginia
$271K
AWG
627
Altus Wealth Group
Colorado
$271K
CCC
628
Compass Capital Corp
Massachusetts
$269K
RWMH
629
Riverpoint Wealth Management Holdings
Illinois
$269K
SDJVC
630
St. Denis J. Villere & Co
Louisiana
$269K
NCM
631
Next Capital Management
New York
$268K
MCA
632
Maryland Capital Advisors
Maryland
$268K
FT
633
Fiduciary Trust
Massachusetts
$265K
RDFA
634
Ritter Daniher Financial Advisory
Ohio
$263K
KFI
635
Key Financial Inc
Pennsylvania
$260K
IIL
636
Insight Inv LLC
California
$260K
FHB
637
First Hawaiian Bank
Hawaii
$259K
SIC
638
Sterling Investment Counsel
New York
$259K
SFG
639
Snider Financial Group
Washington
$258K
A
640
Argentarii
Ohio
$257K
MA
641
MONECO Advisors
Connecticut
$256K
MWA
642
Monograph Wealth Advisors
California
$255K
GWM
643
GSB Wealth Management
Connecticut
$255K
KWA
644
Kingswood Wealth Advisors
California
$253K
EPM
645
Elm Partners Management
Pennsylvania
$251K
VCA
646
Verdence Capital Advisors
Maryland
$249K
JSW
647
Journey Strategic Wealth
New Jersey
$249K
SFG
648
SNS Financial Group
Minnesota
$248K
RWA
649
River Wealth Advisors
Pennsylvania
$247K
WP
650
WealthShield Partners
North Carolina
$247K