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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
Empower Advisory Group
701
Empower Advisory Group
Colorado
$204K
IBOK
702
Independence Bank of Kentucky
Kentucky
$203K
GI
703
GAMCO Investors
Connecticut
$203K
NCM
704
Neumann Capital Management
California
$201K
FCAS
705
First Command Advisory Services
Texas
$197K
PWM
706
Parkworth Wealth Management
California
$193K
CTB
707
Country Trust Bank
Illinois
$189K
RFG
708
REAP Financial Group
Texas
$187K
VCM
709
Versant Capital Management
Arizona
$184K
GI
710
GAMMA Investing
California
$184K
Lazard Asset Management
711
Lazard Asset Management
New York
$184K
PGAM
712
Princeton Global Asset Management
New Jersey
$180K
RWM
713
Rialto Wealth Management
New York
$177K
BOJHT
714
Bank of Jackson Hole Trust
Wyoming
$174K
AIM
715
Anchor Investment Management
South Carolina
$172K
BA
716
Bristlecone Advisors
Washington
$171K
OC
717
Oakworth Capital
Alabama
$170K
CF
718
Centaurus Financial
California
$165K
PA
719
Pineridge Advisors
Missouri
$163K
AT
720
Avalon Trust
New Mexico
$161K
SWA
721
SOA Wealth Advisors
New York
$157K
TAM
722
Townsend Asset Management
North Carolina
$155K
DJSG
723
D.J. St. Germain
Massachusetts
$152K
TCOV
724
Trust Company of Vermont
Vermont
$147K
KHC
725
Koesten Hirschmann & Crabtree
Kansas
$146K