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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
TCA
826
Trifecta Capital Advisors
Illinois
$29.1K
BONH
827
Bank of New Hampshire
New Hampshire
$28.3K
WIM
828
Westside Investment Management
California
$26.8K
RA
829
Rise Advisors
New York
$26.6K
BAM
830
Bellevue Asset Management
Washington
$26.4K
MFC
831
Mechanics Financial Corp
Ohio
$26K
PIP
832
Peachtree Investment Partners
Florida
$25.4K
CT
833
Clearstead Trust
Maine
$25.2K
TTIC
834
Tower Trust & Investment Company
Iowa
$25.1K
AW
835
Avion Wealth
Texas
$25K
OLVIG
836
Oliver Lagore Vanvalin Investment Group
Michigan
$24.3K
BFPW
837
BOK Financial Private Wealth
Colorado
$23.9K
RF
838
Roxbury Financial
New Jersey
$23.4K
MPWT
839
MassMutual Private Wealth & Trust
Connecticut
$23.3K
MA
840
Montag & Associates
Georgia
$23.3K
AWM
841
Abound Wealth Management
Tennessee
$22.8K
FGC
842
Financial Gravity Companies
Texas
$22.5K
AFG
843
Albion Financial Group
Utah
$21.4K
HC
844
Hara Capital
Washington
$19.6K
SIC
845
Salem Investment Counselors
North Carolina
$19K
WCM
846
Winthrop Capital Management
Indiana
$18K
IF
847
Integrity Financial
Wyoming
$17.8K
FMB
848
Field & Main Bank
Kentucky
$17.7K
MAS
849
MPWM Advisory Solutions
Georgia
$17K
HWP
850
Highline Wealth Partners
California
$16.9K