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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
IBOK
701
Independence Bank of Kentucky
Kentucky
$203K
GI
702
GAMCO Investors
Connecticut
$203K
NCM
703
Neumann Capital Management
California
$201K
FCAS
704
First Command Advisory Services
Texas
$197K
PWM
705
Parkworth Wealth Management
California
$193K
CTB
706
Country Trust Bank
Illinois
$189K
RFG
707
REAP Financial Group
Texas
$187K
VCM
708
Versant Capital Management
Arizona
$184K
GI
709
GAMMA Investing
California
$184K
Lazard Asset Management
710
Lazard Asset Management
New York
$184K
PGAM
711
Princeton Global Asset Management
New Jersey
$180K
RWM
712
Rialto Wealth Management
New York
$177K
BOJHT
713
Bank of Jackson Hole Trust
Wyoming
$174K
AIM
714
Anchor Investment Management
South Carolina
$172K
BA
715
Bristlecone Advisors
Washington
$171K
OC
716
Oakworth Capital
Alabama
$170K
CF
717
Centaurus Financial
California
$165K
PA
718
Pineridge Advisors
Missouri
$163K
AT
719
Avalon Trust
New Mexico
$161K
SWA
720
SOA Wealth Advisors
New York
$157K
TAM
721
Townsend Asset Management
North Carolina
$155K
DJSG
722
D.J. St. Germain
Massachusetts
$152K
TCOV
723
Trust Company of Vermont
Vermont
$147K
KHC
724
Koesten Hirschmann & Crabtree
Kansas
$146K
PWMG
725
Prestige Wealth Management Group
New Jersey
$144K