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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
CI
126
Conning Inc
Connecticut
$6.21M
BFG
127
Bleakley Financial Group
New Jersey
$5.99M
FMII
128
Farmers & Merchants Investments Inc
Nebraska
$5.76M
MBI
129
May Barnhard Investments
Maryland
$5.67M
NW
130
NewEdge Wealth
Pennsylvania
$5.5M
P
131
&Partners
Tennessee
$5.36M
AC
132
Aldebaran Capital
Indiana
$5.22M
FPAS
133
Focus Partners Advisor Solutions
Missouri
$5.18M
NAAA
134
New Age Alpha Advisors
New York
$5.1M
WANY
135
Wealthspire Advisors (New York)
New York
$5M
FMC
136
First Merchants Corp
Indiana
$5M
IP
137
Investment Partners
Ohio
$4.97M
Cambridge Investment Research Advisors
138
Cambridge Investment Research Advisors
Iowa
$4.95M
MG
139
Mather Group
Illinois
$4.94M
Principal Financial Group
140
Principal Financial Group
Iowa
$4.94M
EWA
141
EP Wealth Advisors
California
$4.93M
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$4.86M
CB
143
Community Bank
New York
$4.58M
WMWM
144
Whitaker-Myers Wealth Managers
Ohio
$4.57M
CA
145
CoreCap Advisors
Michigan
$4.54M
BMWS
146
Brady Martz Wealth Solutions
North Dakota
$4.29M
FFN
147
Focus Financial Network
Minnesota
$4.25M
LA
148
LWM Advisors
California
$4.25M
KFG
149
Kingdom Financial Group
Arizona
$4.07M
T. Rowe Price Associates
150
T. Rowe Price Associates
Maryland
$4.06M