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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
DF
901
Dunhill Financial
United Kingdom
$2.94K
AWM
902
Angeles Wealth Management
California
$2.91K
AF
903
Alerus Financial
North Dakota
$2.77K
PP
904
PFS Partners
New Jersey
$2.51K
FIM
905
FWL Investment Management
Texas
$2.38K
FP
906
Financial Perspectives
Minnesota
$1.42K
BA
907
Bellwether Advisors
Nebraska
$1.19K
KG
908
Kilter Group
New York
$925
BIA
909
Bell Investment Advisors
California
$793
CFS
910
Compass Financial Services
Iowa
$531
MSG
911
Main Street Group
Virginia
$529
WWM
912
Wagner Wealth Management
South Carolina
$132
1NWS
913
1 North Wealth Services
Maryland
$87
American Century Companies
914
American Century Companies
Missouri
Wellington Management Group
915
Wellington Management Group
Massachusetts
SEI Investments
916
SEI Investments
Pennsylvania
Jane Street
917
Jane Street
New York
EC
918
Estate Counselors
Wisconsin
Susquehanna International Group
919
Susquehanna International Group
Pennsylvania
FCI
920
Financial Counselors Inc
Kansas
UAS
921
United Asset Strategies
New York
TC
922
TradeLink Capital
Illinois
UF
923
Univest Financial
Pennsylvania
JFG
924
Jefferies Financial Group
New York
TRCT
925
Tower Research Capital (TRC)
New York