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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
WIM
826
Westside Investment Management
California
$26.8K
RA
827
Rise Advisors
New York
$26.6K
BAM
828
Bellevue Asset Management
Washington
$26.4K
MFC
829
Mechanics Financial Corp
Ohio
$26K
PIP
830
Peachtree Investment Partners
Florida
$25.4K
CT
831
Clearstead Trust
Maine
$25.2K
TTIC
832
Tower Trust & Investment Company
Iowa
$25.1K
AW
833
Avion Wealth
Texas
$25K
OLVIG
834
Oliver Lagore Vanvalin Investment Group
Michigan
$24.3K
BFPW
835
BOK Financial Private Wealth
Colorado
$23.9K
RF
836
Roxbury Financial
New Jersey
$23.4K
MPWT
837
MassMutual Private Wealth & Trust
Connecticut
$23.3K
MA
838
Montag & Associates
Georgia
$23.3K
AWM
839
Abound Wealth Management
Tennessee
$22.8K
FGC
840
Financial Gravity Companies
Texas
$22.5K
AFG
841
Albion Financial Group
Utah
$21.4K
HC
842
Hara Capital
Washington
$19.6K
SIC
843
Salem Investment Counselors
North Carolina
$19K
WCM
844
Winthrop Capital Management
Indiana
$18K
IF
845
Integrity Financial
Wyoming
$17.8K
FMB
846
Field & Main Bank
Kentucky
$17.7K
MAS
847
MPWM Advisory Solutions
Georgia
$17K
HWP
848
Highline Wealth Partners
California
$16.9K
OWP
849
ORG Wealth Partners
Texas
$16.3K
POIA
850
Pin Oak Investment Advisors
Texas
$16K