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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
HAP
751
Harbor Asset Planning
Massachusetts
$90.3K
SC
752
Steph & Co
Wisconsin
$89.7K
NRC
753
New Republic Capital
North Carolina
$89.7K
CPA
754
Cardiff Park Advisors
California
$88.7K
S
755
SignatureFD
Georgia
$88.5K
EB
756
Eastern Bank
Massachusetts
$87.2K
CIAS
757
Capital Investment Advisory Services
North Carolina
$87.1K
GA
758
GoalVest Advisory
New York
$86.9K
GTAM
759
Global Trust Asset Management
Florida
$84.1K
GSWM
760
Golden State Wealth Management
California
$82.5K
RI
761
Ridgewood Investments
New Jersey
$80.9K
ADL
762
Asset Dedication LLC
California
$80.7K
RF
763
Rossby Financial
Florida
$80.7K
PWM
764
Provident Wealth Management
Tennessee
$78.8K
BGIM
765
Brandywine Global Investment Management
Pennsylvania
$77.8K
HPC
766
HM Payson & Co
Maine
$74.7K
BBPWM
767
Blue Bell Private Wealth Management
Pennsylvania
$73.5K
UCB
768
United Community Bank
South Carolina
$71.5K
AIC
769
Archer Investment Corporation
Indiana
$69.2K
RTC
770
Riverview Trust Company
Washington
$68.7K
AG
771
AmeriFlex Group
Nevada
$68.6K
BLC
772
Brown, Lisle/Cummings
Rhode Island
$68.2K
OIA
773
Optimum Investment Advisors
Illinois
$68.2K
FCG
774
Financial Connections Group
California
$68K
ME
775
McIlrath & Eck
Washington
$67.8K