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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
PGFC
151
Peapack-Gladstone Financial Corp
New Jersey
$4.02M
GIM
152
Glenmede Investment Management
Pennsylvania
$4.01M
BIM
153
Bridges Investment Management
Nebraska
$3.97M
AllianceBernstein
154
AllianceBernstein
Tennessee
$3.91M
RFC
155
Regions Financial Corp
Alabama
$3.91M
FWP
156
Falcon Wealth Planning
California
$3.77M
ATI
157
ARK & TLK Investments
Oklahoma
$3.76M
FFL
158
Future Fund LLC
Illinois
$3.7M
VW
159
Vance Wealth
California
$3.7M
NFC
160
Northeast Financial Consultants
Connecticut
$3.68M
RWP
161
RWA Wealth Partners
Massachusetts
$3.68M
AG
162
Ascent Group
Virginia
$3.67M
CWM
163
Connecticut Wealth Management
Connecticut
$3.65M
VA
164
VestGen Advisors
Illinois
$3.63M
KCM
165
Kennedy Capital Management
Missouri
$3.62M
Citadel Advisors
166
Citadel Advisors
Florida
$3.62M
FCP
167
Fidelis Capital Partners
Florida
$3.53M
CHC
168
City Holding Co
West Virginia
$3.5M
MT
169
Midwest Trust
Kansas
$3.35M
SFG
170
Sage Financial Group
Pennsylvania
$3.27M
HAFS
171
Hapanowicz & Associates Financial Services
Pennsylvania
$3.27M
WFS
172
Widmann Financial Services
Maryland
$3.24M
William Blair & Company
173
William Blair & Company
Illinois
$3.22M
BOSSRA
174
B.O.S.S. Retirement Advisors
Utah
$3.18M
MCA
175
MSH Capital Advisors
Arizona
$3.14M