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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
HIA
176
Harbor Investment Advisory
Maryland
$3.12M
HSA
177
HBK Sorce Advisory
Pennsylvania
$3.12M
Citigroup
178
Citigroup
New York
$3.08M
PWAM
179
Private Wealth Asset Management
Iowa
$3.05M
ANB
180
Amarillo National Bank
Texas
$2.99M
FC
181
Forte Capital
New York
$2.98M
OC
182
Oppenheimer & Co
New York
$2.95M
GVAG
183
Great Valley Advisor Group
Delaware
$2.94M
Brown Advisory
184
Brown Advisory
Maryland
$2.93M
Kovitz Investment Group Partners
185
Kovitz Investment Group Partners
Illinois
$2.91M
ET
186
Equitable Trust
Tennessee
$2.9M
MEG
187
Millstone Evans Group
Colorado
$2.89M
CCM
188
Condor Capital Management
New Jersey
$2.89M
FPF
189
First Pacific Financial
Washington
$2.83M
GWM
190
Geneos Wealth Management
Colorado
$2.83M
SPC
191
Sigma Planning Corp
Michigan
$2.82M
Allspring Global Investments
192
Allspring Global Investments
North Carolina
$2.78M
Pathstone Holdings
193
Pathstone Holdings
New Jersey
$2.76M
SYBT
194
Stock Yards Bank & Trust
Kentucky
$2.75M
AB
195
Atlas Brown
Kentucky
$2.75M
TA
196
Tectonic Advisors
Texas
$2.74M
FWP
197
FAS Wealth Partners
Kansas
$2.73M
Financial Engines Advisors
198
Financial Engines Advisors
California
$2.73M
BJL
199
Brighton Jones LLC
Washington
$2.64M
WIC
200
Whitegate Investment Counselors
New Hampshire
$2.62M