IWS icon

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
GRP
201
Global Retirement Partners
California
$2.52M
AI
202
Auour Investments
Massachusetts
$2.51M
EAM
203
Eukles Asset Management
Ohio
$2.51M
BBHC
204
Brown Brothers Harriman & Co
New York
$2.5M
TCM
205
Telos Capital Management
California
$2.5M
AI
206
Atria Investments
North Carolina
$2.48M
BlackRock
207
BlackRock
New York
$2.47M
WT
208
Whittier Trust
California
$2.41M
WB
209
WesBanco Bank
West Virginia
$2.4M
Renaissance Technologies
210
Renaissance Technologies
New York
$2.39M
CL
211
Choreo LLC
Illinois
$2.35M
WTC
212
WhitTier Trust Company
Nevada
$2.34M
Vanguard Group
213
Vanguard Group
Pennsylvania
$2.34M
NFW
214
Noble Family Wealth
Florida
$2.27M
ASN
215
Advisory Services Network
Georgia
$2.27M
SWGC
216
Summit Wealth Group (Colorado)
Colorado
$2.26M
NFG
217
Nations Financial Group
Iowa
$2.23M
Cerity Partners
218
Cerity Partners
New York
$2.17M
BP
219
Ballentine Partners
Massachusetts
$2.14M
GIM
220
Goelzer Investment Management
Indiana
$2.13M
FFA
221
First Foundation Advisors
California
$2.07M
SAM
222
Sequent Asset Management
Texas
$2.05M
HNB
223
Huntington National Bank
Ohio
$2.05M
PS
224
Principal Securities
Iowa
$2.01M
ABWM
225
Alpine Bank Wealth Management
Colorado
$2M