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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
WP
651
WealthShield Partners
North Carolina
$247K
FM
652
Foster & Motley
Ohio
$245K
FWMP
653
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$245K
RC
654
Rahlfs Capital
Texas
$244K
NWM
655
Navigation Wealth Management
Colorado
$244K
SMA
656
Sage Mountain Advisors
Georgia
$243K
PMFA
657
Plante Moran Financial Advisors
Michigan
$243K
DWP
658
Daymark Wealth Partners
Ohio
$242K
SIAG
659
Safeguard Investment Advisory Group
California
$240K
PD
660
Planning Directions
Pennsylvania
$239K
OC
661
Oarsman Capital
Wisconsin
$239K
MWP
662
Madison Wealth Partners
Wisconsin
$238K
MSAM
663
Moloney Securities Asset Management
Missouri
$237K
GWS
664
Glassman Wealth Services
Virginia
$237K
GIA
665
GHP Investment Advisors
Colorado
$237K
SC
666
SouthState Corp
Florida
$236K
LIM
667
Lathrop Investment Management
Arkansas
$235K
EIA
668
Edgemoor Investment Advisors
Maryland
$234K
GCM
669
Gallacher Capital Management
Colorado
$232K
SCA
670
Snowden Capital Advisors
New York
$231K
LFAS
671
Level Four Advisory Services
Texas
$230K
SIC
672
Sigma Investment Counselors
Michigan
$228K
BW
673
BostonPremier Wealth
Massachusetts
$226K
CWM
674
Calamos Wealth Management
Illinois
$225K
NRI
675
NFP Retirement Inc
California
$224K