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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
GIM
151
Glenmede Investment Management
Pennsylvania
$4.01M
BIM
152
Bridges Investment Management
Nebraska
$3.97M
AllianceBernstein
153
AllianceBernstein
Tennessee
$3.91M
RFC
154
Regions Financial Corp
Alabama
$3.91M
FWP
155
Falcon Wealth Planning
California
$3.77M
ATI
156
ARK & TLK Investments
Oklahoma
$3.76M
FFL
157
Future Fund LLC
Illinois
$3.7M
VW
158
Vance Wealth
California
$3.7M
NFC
159
Northeast Financial Consultants
Connecticut
$3.68M
RWP
160
RWA Wealth Partners
Massachusetts
$3.68M
AG
161
Ascent Group
Virginia
$3.67M
CWM
162
Connecticut Wealth Management
Connecticut
$3.65M
VA
163
VestGen Advisors
Illinois
$3.63M
KCM
164
Kennedy Capital Management
Missouri
$3.62M
Citadel Advisors
165
Citadel Advisors
Florida
$3.62M
FCP
166
Fidelis Capital Partners
Florida
$3.53M
CHC
167
City Holding Co
West Virginia
$3.5M
MT
168
Midwest Trust
Kansas
$3.35M
SFG
169
Sage Financial Group
Pennsylvania
$3.27M
HAFS
170
Hapanowicz & Associates Financial Services
Pennsylvania
$3.27M
WFS
171
Widmann Financial Services
Maryland
$3.24M
William Blair & Company
172
William Blair & Company
Illinois
$3.22M
BOSSRA
173
B.O.S.S. Retirement Advisors
Utah
$3.18M
MCA
174
MSH Capital Advisors
Arizona
$3.14M
HIA
175
Harbor Investment Advisory
Maryland
$3.12M