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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
WMA
676
West Michigan Advisors
Michigan
$222K
TSWM
677
Triangle Securities Wealth Management
North Carolina
$222K
IWA
678
IBEX Wealth Advisors
New Jersey
$222K
DAS
679
Dynamic Advisor Solutions
Arizona
$221K
UIM
680
Unified Investment Management
Georgia
$220K
Fiera Capital (Canada)
681
Fiera Capital (Canada)
Quebec, Canada
$220K
FWMM
682
Foundation Wealth Management (Missouri)
Missouri
$219K
PWMAG
683
Pinnacle Wealth Management Advisory Group
New Jersey
$219K
NEPWA
684
New England Private Wealth Advisors
Massachusetts
$218K
MFG
685
MidWestOne Financial Group
Iowa
$218K
SWP
686
Summit Wealth Partners
Florida
$216K
BHBT
687
Burke & Herbert Bank & Trust
Virginia
$214K
CMP
688
Coston McIsaac & Partners
Maine
$214K
MAM
689
Marotta Asset Management
Virginia
$214K
HTC
690
Haverford Trust Company
Pennsylvania
$210K
GGS
691
Galvin Gaustad & Stein
Arizona
$210K
TFGT
692
TS Financial Group (TSFG)
Illinois
$210K
ABC
693
Associated Banc-Corp
Wisconsin
$208K
VC
694
Vicus Capital
Pennsylvania
$208K
HBW
695
Hazlett, Burt & Watson
West Virginia
$207K
QWM
696
Quadcap Wealth Management
Texas
$207K
LG
697
LaFleur & Godfrey
Michigan
$206K
HT
698
Headlands Technologies
Illinois
$206K
NWAG
699
Net Worth Advisory Group
Utah
$205K
Empower Advisory Group
700
Empower Advisory Group
Colorado
$204K