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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
CIA
801
Choate Investment Advisors
Massachusetts
$39K
KB
802
Kimelman & Baird
New York
$37.5K
HWM
803
Horizons Wealth Management
North Carolina
$36.9K
AC
804
AlphaCore Capital
California
$35.9K
LFG
805
Larson Financial Group
Missouri
$35.7K
WAG
806
Windsor Advisory Group
Ohio
$35.7K
GEA
807
Glen Eagle Advisors
New Jersey
$34.9K
TIM
808
Tortoise Investment Management
New York
$34.8K
TPW
809
Talon Private Wealth
Florida
$34.1K
HR
810
Howe & Rusling
New York
$33.8K
RFA
811
Register Financial Advisors
Georgia
$33.6K
CBT
812
Crews Bank & Trust
Florida
$33.4K
NWM
813
Nova Wealth Management
Florida
$33.3K
TCOT
814
Trust Company of Toledo
Ohio
$33.2K
HFS
815
Hughes Financial Services
Virginia
$33K
GWANC
816
Guardian Wealth Advisors (North Carolina)
North Carolina
$33K
LWMI
817
Legacy Wealth Management (Idaho)
Idaho
$32.9K
LIS
818
Legacy Investment Solutions
Idaho
$32.9K
CWM
819
CarsonAllaria Wealth Management
Illinois
$32.6K
PP
820
PrairieView Partners
Minnesota
$32K
CSB
821
City State Bank
Iowa
$31.7K
BWL
822
Bogart Wealth LLC
Virginia
$31.6K
GWP
823
Gen-Wealth Partners
Michigan
$31.6K
RIL
824
Rothschild Investment LLC
Illinois
$29.7K
ACA
825
American Capital Advisory
Idaho
$29.1K