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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
SIS
751
Sound Income Strategies
Florida
$94.7K
HAP
752
Harbor Asset Planning
Massachusetts
$90.3K
NRC
753
New Republic Capital
North Carolina
$89.7K
SC
754
Steph & Co
Wisconsin
$89.7K
CPA
755
Cardiff Park Advisors
California
$88.7K
S
756
SignatureFD
Georgia
$88.5K
EB
757
Eastern Bank
Massachusetts
$87.2K
CIAS
758
Capital Investment Advisory Services
North Carolina
$87.1K
GA
759
GoalVest Advisory
New York
$86.9K
GTAM
760
Global Trust Asset Management
Florida
$84.1K
GSWM
761
Golden State Wealth Management
California
$82.5K
RI
762
Ridgewood Investments
New Jersey
$80.9K
ADL
763
Asset Dedication LLC
California
$80.7K
RF
764
Rossby Financial
Florida
$80.7K
PWM
765
Provident Wealth Management
Tennessee
$78.8K
BGIM
766
Brandywine Global Investment Management
Pennsylvania
$77.8K
HPC
767
HM Payson & Co
Maine
$74.7K
BBPWM
768
Blue Bell Private Wealth Management
Pennsylvania
$73.5K
UCB
769
United Community Bank
South Carolina
$71.5K
AIC
770
Archer Investment Corporation
Indiana
$69.2K
RTC
771
Riverview Trust Company
Washington
$68.7K
AG
772
AmeriFlex Group
Nevada
$68.6K
OIA
773
Optimum Investment Advisors
Illinois
$68.2K
BLC
774
Brown, Lisle/Cummings
Rhode Island
$68.2K
FCG
775
Financial Connections Group
California
$68K