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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
TVWM
876
Tower View Wealth Management
Wisconsin
$7.97K
FFA
877
Founders Financial Alliance
North Carolina
$7.93K
APCM
878
Alaska Permanent Capital Management
Alaska
$7.27K
DFC
879
DB Fitzpatrick & Co
Idaho
$7.27K
BIM
880
Breakwater Investment Management
Washington
$7.27K
AT
881
Arlington Trust
Alabama
$7K
MWM
882
MorganRosel Wealth Management
Colorado
$6.74K
PWA
883
Provenance Wealth Advisors
Florida
$6.43K
MFC
884
Morris Financial Concepts
South Carolina
$5.93K
CCC
885
Chelsea Counsel Company
California
$5.55K
FCT
886
First Community Trust
Iowa
$5.42K
SL
887
Salomon & Ludwin
Virginia
$5.38K
BL
888
BFSG LLC
California
$5.29K
NC
889
North Capital
Utah
$5.29K
BTD
890
BankPlus Trust Department
Mississippi
$5.29K
1L
891
10Elms LLP
Oklahoma
$4.89K
MHR
892
Matthew Hamilton Rosenberg
$4.89K
TSMHT
893
Thurston Springer Miller Herd & Titak
Indiana
$4.49K
BC
894
Broadwater Capital
Massachusetts
$4.44K
NRG
895
Nemes Rush Group
Michigan
$3.96K
WWM
896
Wolff Wiese Magana
California
$3.7K
JGIA
897
Jackson Grant Investment Advisers
Connecticut
$3.63K
NMG
898
New Millennium Group
Utah
$3.57K
MSWA
899
Marshall & Sterling Wealth Advisors
New York
$3.3K
PP
900
Pacifica Partners
Canada
$3.29K