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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
APCM
876
Alaska Permanent Capital Management
Alaska
$7.27K
DFC
877
DB Fitzpatrick & Co
Idaho
$7.27K
BIM
878
Breakwater Investment Management
Washington
$7.27K
AT
879
Arlington Trust
Alabama
$7K
MWM
880
MorganRosel Wealth Management
Colorado
$6.74K
PWA
881
Provenance Wealth Advisors
Florida
$6.43K
MFC
882
Morris Financial Concepts
South Carolina
$5.93K
CCC
883
Chelsea Counsel Company
California
$5.55K
FCT
884
First Community Trust
Iowa
$5.42K
SL
885
Salomon & Ludwin
Virginia
$5.38K
BL
886
BFSG LLC
California
$5.29K
BTD
887
BankPlus Trust Department
Mississippi
$5.29K
NC
888
North Capital
Utah
$5.29K
1L
889
10Elms LLP
Oklahoma
$4.89K
MHR
890
Matthew Hamilton Rosenberg
$4.89K
TSMHT
891
Thurston Springer Miller Herd & Titak
Indiana
$4.49K
BC
892
Broadwater Capital
Massachusetts
$4.44K
NRG
893
Nemes Rush Group
Michigan
$3.96K
WWM
894
Wolff Wiese Magana
California
$3.7K
JGIA
895
Jackson Grant Investment Advisers
Connecticut
$3.63K
NMG
896
New Millennium Group
Utah
$3.57K
MSWA
897
Marshall & Sterling Wealth Advisors
New York
$3.3K
PP
898
Pacifica Partners
Canada
$3.29K
DF
899
Dunhill Financial
United Kingdom
$2.94K
AWM
900
Angeles Wealth Management
California
$2.91K