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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
PA
926
PFG Advisors
Arizona
CFG
927
Clayton Financial Group
Missouri
FTUS
928
Flow Traders U.S.
New York
CG
929
Cynosure Group
Utah
CA
930
Continuum Advisory
Idaho
LI
931
Leeward Investments
Massachusetts
BFA
932
Beacon Financial Advisory
Ohio
DIA
933
Dana Investment Advisors
Wisconsin
WS
934
Wedbush Securities
California
CF
935
Corebridge Financial
Texas
GS
936
GTS Securities
New York
D
937
Dentgroup
Louisiana
DWT
938
Dorsey & Whitney Trust
South Dakota
CWC
939
Carolinas Wealth Consulting
North Carolina
AIA
940
Accelerate Investment Advisors
California
OIA
941
OneDigital Investment Advisors
Kansas
RFA
942
Resurgent Financial Advisors
Georgia
TFA
943
TPG Financial Advisors
Oregon
LA
944
Legacy Advisors
Pennsylvania
CCMG
945
Clark Capital Management Group
Pennsylvania
GC
946
Grimes & Company
Massachusetts
CWP
947
Cyndeo Wealth Partners
Florida
AWA
948
Arete Wealth Advisors
Illinois
EI
949
eCIO Inc
Wisconsin
LRWM
950
Lord & Richards Wealth Management
Colorado