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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
HWM
801
Horizons Wealth Management
North Carolina
$36.9K
AC
802
AlphaCore Capital
California
$35.9K
LFG
803
Larson Financial Group
Missouri
$35.7K
WAG
804
Windsor Advisory Group
Ohio
$35.7K
GEA
805
Glen Eagle Advisors
New Jersey
$34.9K
TIM
806
Tortoise Investment Management
New York
$34.8K
TPW
807
Talon Private Wealth
Florida
$34.1K
HR
808
Howe & Rusling
New York
$33.8K
RFA
809
Register Financial Advisors
Georgia
$33.6K
CBT
810
Crews Bank & Trust
Florida
$33.4K
NWM
811
Nova Wealth Management
Florida
$33.3K
TCOT
812
Trust Company of Toledo
Ohio
$33.2K
HFS
813
Hughes Financial Services
Virginia
$33K
GWANC
814
Guardian Wealth Advisors (North Carolina)
North Carolina
$33K
LWMI
815
Legacy Wealth Management (Idaho)
Idaho
$32.9K
LIS
816
Legacy Investment Solutions
Idaho
$32.9K
CWM
817
CarsonAllaria Wealth Management
Illinois
$32.6K
PP
818
PrairieView Partners
Minnesota
$32K
CSB
819
City State Bank
Iowa
$31.7K
BWL
820
Bogart Wealth LLC
Virginia
$31.6K
GWP
821
Gen-Wealth Partners
Michigan
$31.6K
RIL
822
Rothschild Investment LLC
Illinois
$29.7K
TCA
823
Trifecta Capital Advisors
Illinois
$29.1K
ACA
824
American Capital Advisory
Idaho
$29.1K
BONH
825
Bank of New Hampshire
New Hampshire
$28.3K