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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
BFG
126
Bleakley Financial Group
New Jersey
$5.99M
FMII
127
Farmers & Merchants Investments Inc
Nebraska
$5.76M
MBI
128
May Barnhard Investments
Maryland
$5.67M
NW
129
NewEdge Wealth
Pennsylvania
$5.5M
P
130
&Partners
Tennessee
$5.36M
AC
131
Aldebaran Capital
Indiana
$5.22M
FPAS
132
Focus Partners Advisor Solutions
Missouri
$5.18M
NAAA
133
New Age Alpha Advisors
New York
$5.1M
WANY
134
Wealthspire Advisors (New York)
New York
$5M
FMC
135
First Merchants Corp
Indiana
$5M
IP
136
Investment Partners
Ohio
$4.97M
Cambridge Investment Research Advisors
137
Cambridge Investment Research Advisors
Iowa
$4.95M
MG
138
Mather Group
Illinois
$4.94M
Principal Financial Group
139
Principal Financial Group
Iowa
$4.94M
EWA
140
EP Wealth Advisors
California
$4.93M
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$4.86M
CB
142
Community Bank
New York
$4.58M
WMWM
143
Whitaker-Myers Wealth Managers
Ohio
$4.57M
CA
144
CoreCap Advisors
Michigan
$4.54M
BMWS
145
Brady Martz Wealth Solutions
North Dakota
$4.29M
FFN
146
Focus Financial Network
Minnesota
$4.25M
LA
147
LWM Advisors
California
$4.25M
KFG
148
Kingdom Financial Group
Arizona
$4.07M
T. Rowe Price Associates
149
T. Rowe Price Associates
Maryland
$4.06M
PGFC
150
Peapack-Gladstone Financial Corp
New Jersey
$4.02M