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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
BCI
251
Brinker Capital Investments
Pennsylvania
$1.63M
EWA
252
EverSource Wealth Advisors
Alabama
$1.63M
FFA
253
First Foundation Advisors
California
$1.61M
SWP
254
Stratos Wealth Partners
Ohio
$1.61M
IFPG
255
Intrepid Financial Planning Group
Indiana
$1.6M
ES
256
Eagle Strategies
New York
$1.59M
DADC
257
D.A. Davidson & Co
Montana
$1.58M
SIG
258
Stonegate Investment Group
Alabama
$1.58M
RCAG
259
Rehmann Capital Advisory Group
Michigan
$1.56M
BIA
260
BHK Investment Advisors
Alabama
$1.56M
MCM
261
MV Capital Management
Maryland
$1.52M
IWC
262
Integrated Wealth Concepts
Massachusetts
$1.52M
MAM
263
MWA Asset Management
Massachusetts
$1.52M
ACA
264
Aptus Capital Advisors
Alabama
$1.51M
UF
265
Univest Financial
Pennsylvania
$1.5M
HCA
266
Heck Capital Advisors
Wisconsin
$1.46M
PFA
267
Pure Financial Advisors
California
$1.46M
BOH
268
Bank of Hawaii
Hawaii
$1.45M
PSF
269
Pacific Sun Financial
California
$1.45M
PPC
270
Park Place Capital
Alabama
$1.44M
BPA
271
Beacon Pointe Advisors
California
$1.43M
NW
272
Naviter Wealth
Arkansas
$1.43M
TPA
273
Trivium Point Advisory
Connecticut
$1.42M
ASN
274
Advisory Services Network
Georgia
$1.42M
KWM
275
Kingsview Wealth Management
Oregon
$1.39M