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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
PWMG
726
Prestige Wealth Management Group
New Jersey
$144K
DWA
727
Dougherty Wealth Advisers
Minnesota
$141K
KIM
728
Kestra Investment Management
Texas
$140K
HNW
729
High Note Wealth
Minnesota
$137K
RFS
730
Richardson Financial Services
Massachusetts
$136K
EWP
731
Elevation Wealth Partners
California
$133K
DSC
732
Duncker Streett & Co
Missouri
$127K
MCA
733
Midwest Capital Advisors
Michigan
$120K
MPCG
734
Matrix Private Capital Group
New York
$118K
CCM
735
Cutler Capital Management
Massachusetts
$117K
SS
736
Sunbelt Securities
Texas
$116K
CBT
737
CoreFirst Bank & Trust
Kansas
$114K
OHWP
738
Oak Harbor Wealth Partners
North Carolina
$114K
ST
739
Smithfield Trust
Pennsylvania
$111K
AAG
740
Armstrong Advisory Group
Massachusetts
$109K
OW
741
Olistico Wealth
Oklahoma
$109K
HPIA
742
Hamilton Point Investment Advisors
North Carolina
$108K
PK
743
Pflug Koory
Nebraska
$107K
CFD
744
Creative Financial Designs
Indiana
$104K
BFS
745
Bare Financial Services
Pennsylvania
$104K
HIW
746
Holos Integrated Wealth
Pennsylvania
$103K
AA
747
Addison Advisors
Vermont
$102K
GM
748
GeoWealth Management
Illinois
$102K
HNB
749
Hilltop National Bank
Wyoming
$100K
TC
750
Trust Company
Kansas
$94.7K