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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
RA
626
Ruggaard & Associates
Ohio
$272K
NFA
627
Northwest Financial Advisors
Virginia
$271K
AWG
628
Altus Wealth Group
Colorado
$271K
CCC
629
Compass Capital Corp
Massachusetts
$269K
RWMH
630
Riverpoint Wealth Management Holdings
Illinois
$269K
SDJVC
631
St. Denis J. Villere & Co
Louisiana
$269K
NCM
632
Next Capital Management
New York
$268K
MCA
633
Maryland Capital Advisors
Maryland
$268K
FT
634
Fiduciary Trust
Massachusetts
$265K
RDFA
635
Ritter Daniher Financial Advisory
Ohio
$263K
KFI
636
Key Financial Inc
Pennsylvania
$260K
IIL
637
Insight Inv LLC
California
$260K
FHB
638
First Hawaiian Bank
Hawaii
$259K
SIC
639
Sterling Investment Counsel
New York
$259K
SFG
640
Snider Financial Group
Washington
$258K
A
641
Argentarii
Ohio
$257K
MA
642
MONECO Advisors
Connecticut
$256K
MWA
643
Monograph Wealth Advisors
California
$255K
GWM
644
GSB Wealth Management
Connecticut
$255K
KWA
645
Kingswood Wealth Advisors
California
$253K
EPM
646
Elm Partners Management
Pennsylvania
$251K
VCA
647
Verdence Capital Advisors
Maryland
$249K
JSW
648
Journey Strategic Wealth
New Jersey
$249K
SFG
649
SNS Financial Group
Minnesota
$248K
RWA
650
River Wealth Advisors
Pennsylvania
$247K