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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
DWA
726
Dougherty Wealth Advisers
Minnesota
$141K
KIM
727
Kestra Investment Management
Texas
$140K
HNW
728
High Note Wealth
Minnesota
$137K
RFS
729
Richardson Financial Services
Massachusetts
$136K
EWP
730
Elevation Wealth Partners
California
$133K
DSC
731
Duncker Streett & Co
Missouri
$127K
MCA
732
Midwest Capital Advisors
Michigan
$120K
MPCG
733
Matrix Private Capital Group
New York
$118K
CCM
734
Cutler Capital Management
Massachusetts
$117K
SS
735
Sunbelt Securities
Texas
$116K
CBT
736
CoreFirst Bank & Trust
Kansas
$114K
OHWP
737
Oak Harbor Wealth Partners
North Carolina
$114K
ST
738
Smithfield Trust
Pennsylvania
$111K
AAG
739
Armstrong Advisory Group
Massachusetts
$109K
OW
740
Olistico Wealth
Oklahoma
$109K
HPIA
741
Hamilton Point Investment Advisors
North Carolina
$108K
PK
742
Pflug Koory
Nebraska
$107K
CFD
743
Creative Financial Designs
Indiana
$104K
BFS
744
Bare Financial Services
Pennsylvania
$104K
HIW
745
Holos Integrated Wealth
Pennsylvania
$103K
AA
746
Addison Advisors
Vermont
$102K
GM
747
GeoWealth Management
Illinois
$102K
HNB
748
Hilltop National Bank
Wyoming
$100K
TC
749
Trust Company
Kansas
$94.7K
SIS
750
Sound Income Strategies
Florida
$94.7K