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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
FM
651
Foster & Motley
Ohio
$245K
FWMP
652
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$245K
RC
653
Rahlfs Capital
Texas
$244K
NWM
654
Navigation Wealth Management
Colorado
$244K
SMA
655
Sage Mountain Advisors
Georgia
$243K
PMFA
656
Plante Moran Financial Advisors
Michigan
$243K
DWP
657
Daymark Wealth Partners
Ohio
$242K
SIAG
658
Safeguard Investment Advisory Group
California
$240K
PD
659
Planning Directions
Pennsylvania
$239K
OC
660
Oarsman Capital
Wisconsin
$239K
MWP
661
Madison Wealth Partners
Wisconsin
$238K
MSAM
662
Moloney Securities Asset Management
Missouri
$237K
GWS
663
Glassman Wealth Services
Virginia
$237K
GIA
664
GHP Investment Advisors
Colorado
$237K
SC
665
SouthState Corp
Florida
$236K
LIM
666
Lathrop Investment Management
Arkansas
$235K
EIA
667
Edgemoor Investment Advisors
Maryland
$234K
GCM
668
Gallacher Capital Management
Colorado
$232K
SCA
669
Snowden Capital Advisors
New York
$231K
LFAS
670
Level Four Advisory Services
Texas
$230K
SIC
671
Sigma Investment Counselors
Michigan
$228K
BW
672
BostonPremier Wealth
Massachusetts
$226K
CWM
673
Calamos Wealth Management
Illinois
$225K
NRI
674
NFP Retirement Inc
California
$224K
AMM
675
American Money Management
California
$223K