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iShares Russell Mid-Cap Value ETF

913 hedge funds and large institutions have $10.6B invested in iShares Russell Mid-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 251 increasing their positions, 347 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

3% less funds holding

Funds holding: 937913 (-24)

28% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 347

Holders
913
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.16M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Strive Asset Management
Ohio
$2.05M
PS
227
Principal Securities
Iowa
$2.04M
BP
228
Ballentine Partners
Massachusetts
$2.04M
TA
229
TFB Advisors
Kansas
$2.01M
SAM
230
Sequent Asset Management
Texas
$1.96M
SAG
231
SageView Advisory Group
California
$1.93M
HNB
232
Huntington National Bank
Ohio
$1.93M
ABWM
233
Alpine Bank Wealth Management
Colorado
$1.91M
Bessemer Group
234
Bessemer Group
New Jersey
$1.91M
CAM
235
Cresset Asset Management
Illinois
$1.88M
FIM
236
Freedom Investment Management
Connecticut
$1.86M
QCG
237
Quadrant Capital Group
Ohio
$1.82M
BB
238
Berkshire Bank
Massachusetts
$1.82M
NFG
239
Nations Financial Group
Iowa
$1.8M
TC
240
TradeLink Capital
Illinois
$1.78M
HGWM
241
Horst & Graben Wealth Management
Oregon
$1.76M
PWS
242
Peloton Wealth Strategists
Indiana
$1.75M
WWA
243
WCG Wealth Advisors
Nevada
$1.75M
TWM
244
Tradition Wealth Management
Minnesota
$1.74M
PWP
245
Perfromance Wealth Partners
Illinois
$1.73M
HFBOT
246
Home Federal Bank of Tennessee
Tennessee
$1.72M
FNBT
247
FineMark National Bank & Trust
Florida
$1.69M
CAG
248
Csenge Advisory Group
Florida
$1.67M
Franklin Resources
249
Franklin Resources
California
$1.64M
OPS
250
Orion Portfolio Solutions
Nebraska
$1.63M