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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
TFCP
101
Twin Focus Capital Partners
Massachusetts
$9.04M
AI
102
Accredited Investors
Minnesota
$8.87M
XF
103
XML Financial
Maryland
$8.72M
EARNEST Partners
104
EARNEST Partners
Georgia
$8.54M
Bank of New York Mellon
105
Bank of New York Mellon
New York
$8.28M
PFP
106
Pinnacle Financial Partners
Tennessee
$8.28M
MML Investors Services
107
MML Investors Services
Massachusetts
$8.22M
NA
108
NewEdge Advisors
Louisiana
$7.92M
IWA
109
Inspirion Wealth Advisors
Illinois
$7.9M
LI
110
LifeWealth Investments
Florida
$7.48M
MCCA
111
Mill Creek Capital Advisors
Pennsylvania
$7.37M
PAS
112
Park Avenue Securities
New York
$7.33M
IWM
113
Inlight Wealth Management
Georgia
$7.31M
AAS
114
Avantax Advisory Services
Texas
$7.27M
PIA
115
Powell Investment Advisors
Florida
$7.05M
HBS
116
Howard Bailey Securities
Indiana
$6.88M
PAG
117
Private Advisor Group
New Jersey
$6.87M
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$6.79M
PWCM
119
Processus Wealth & Capital Management
Tennessee
$6.72M
KFP
120
KMG Fiduciary Partners
Ohio
$6.65M
CG
121
Corundum Group
Colorado
$6.61M
JJBC
122
James J. Burns & Company
New York
$6.54M
ML
123
McAdam LLC
Pennsylvania
$6.49M
MWM
124
Modera Wealth Management
New Jersey
$6.4M
CI
125
Conning Inc
Connecticut
$6.21M