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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
NSIM
776
North Star Investment Management
Illinois
$65.3K
HWA
777
HHM Wealth Advisors
Tennessee
$65.1K
BCMLT
778
Beacon Capital Management LLC (Tennessee)
Tennessee
$65K
EPAM
779
Evelyn Partners Asset Management
$63.8K
BSB
780
Bangor Savings Bank
Maine
$61.6K
OA
781
Operose Advisors
Wisconsin
$61.4K
VNIM
782
Vaughan Nelson Investment Management
Texas
$60.8K
CTA
783
Colonial Trust Advisors
South Carolina
$59.5K
RIA
784
Realta Investment Advisors
Delaware
$58.5K
AIP
785
Ameritas Investment Partners
Nebraska
$55.7K
PWMG
786
Private Wealth Management Group
New Jersey
$52.9K
HCM
787
Hollencrest Capital Management
California
$52.7K
BFO
788
Biltmore Family Office
North Carolina
$52.3K
CAM
789
Creekmur Asset Management
Illinois
$52.3K
WTA
790
Washington Trust Advisors
Massachusetts
$52.1K
ITIM
791
Indiana Trust & Investment Management
Indiana
$46.2K
FG
792
Fairman Group
Pennsylvania
$45K
JFA
793
JNBA Financial Advisors
Minnesota
$44.8K
EC
794
Elequin Capital
New York
$44.3K
IRC
795
Investors Research Corp
Georgia
$42.9K
GWSG
796
GPS Wealth Strategies Group
Colorado
$40.1K
CWM
797
Copia Wealth Management
Oregon
$39.6K
MYIA
798
Mount Yale Investment Advisors
Colorado
$39.6K
CIA
799
Choate Investment Advisors
Massachusetts
$39K
KB
800
Kimelman & Baird
New York
$37.5K