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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
HFS
851
Hantz Financial Services
Michigan
$16K
MLA
852
MB, Levis & Associates
Pennsylvania
$15.7K
FDW
853
Fourth Dimension Wealth
Ohio
$15.7K
CFFP
854
Center for Financial Planning
Michigan
$15.3K
HHGA
855
Halbert Hargrove Global Advisors
California
$14.9K
CFO
856
CVA Family Office
Colorado
$14.7K
MG
857
MilWealth Group
Wisconsin
$14.5K
FRA
858
Front Row Advisors
California
$14.4K
EWM
859
Evermay Wealth Management
Virginia
$14.2K
CAL
860
Capital Advisors Ltd
Ohio
$13K
BFP
861
Briaud Financial Planning
Texas
$13K
BIG
862
Brooklyn Investment Group
New York
$12.8K
AWM
863
Activest Wealth Management
Florida
$12.5K
ANBT
864
American National Bank & Trust
Texas
$12.4K
M
865
MOTCO
Texas
$11.7K
Qube Research & Technologies (QRT)
866
Qube Research & Technologies (QRT)
United Kingdom
$10.4K
VWWMG
867
Vermillion & White Wealth Management Group
Pennsylvania
$10.2K
RMP
868
Richards, Merrill & Peterson
Washington
$10.2K
PP
869
Pingora Partners
Wyoming
$9.91K
SC
870
Stephens Consulting
Michigan
$9.91K
CSC
871
Caldwell Sutter Capital
California
$8.59K
OL
872
one8zero8 LLC
North Carolina
$8.59K
MFT
873
Moisand Fitzgerald Tamayo
Florida
$8.06K
TVWM
874
Tower View Wealth Management
Wisconsin
$7.97K
FFA
875
Founders Financial Alliance
North Carolina
$7.93K