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iShares Russell Mid-Cap Value ETF

905 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, 280 increasing their positions, 321 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
905
Holders Change
-8
Holders Change %
-0.88%
% of All Funds
12.13%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.39%
New
63
Increased
280
Reduced
321
Closed
54
Calls
$1.89M
Puts
Net Calls
+$1.89M
Net Calls Change
+$731K
Name Holding Trade Value Shares
Change
Shares
Change %
RFS
726
Richardson Financial Services
Massachusetts
$136K -$121K -905 -47%
EWP
727
Elevation Wealth Partners
California
$133K +$528 +4 +0.4%
DSC
728
Duncker Streett & Co
Missouri
$127K
MCA
729
Midwest Capital Advisors
Michigan
$120K
MPCG
730
Matrix Private Capital Group
New York
$118K +$103K +776 +647%
CCM
731
Cutler Capital Management
Massachusetts
$117K
SS
732
Sunbelt Securities
Texas
$116K +$96K +742 +470%
CBT
733
CoreFirst Bank & Trust
Kansas
$114K +$114K +865 New
OHWP
734
Oak Harbor Wealth Partners
North Carolina
$114K
ST
735
Smithfield Trust
Pennsylvania
$111K
AAG
736
Armstrong Advisory Group
Massachusetts
$109K +$9.65K +73 +10%
OW
737
Olistico Wealth
Oklahoma
$109K +$132 +1 +0.1%
HPIA
738
Hamilton Point Investment Advisors
North Carolina
$108K
PK
739
Pflug Koory
Nebraska
$107K
CFD
740
Creative Financial Designs
Indiana
$104K
BFS
741
Bare Financial Services
Pennsylvania
$104K
HIW
742
Holos Integrated Wealth
Pennsylvania
$103K
AA
743
Addison Advisors
Vermont
$102K +$102K +775 New
GM
744
GeoWealth Management
Illinois
$102K +$1.19K +9 +1%
HNB
745
Hilltop National Bank
Wyoming
$100K +$100K +757 New
TC
746
Trust Company
Kansas
$94.7K
SIS
747
Sound Income Strategies
Florida
$94.7K +$8.32K +63 +10%
HAP
748
Harbor Asset Planning
Massachusetts
$90.3K +$90.3K +683 New
NRC
749
New Republic Capital
North Carolina
$89.7K
SC
750
Steph & Co
Wisconsin
$89.7K