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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
Holders
913
Holders Change
-24
Holders Change %
-2.56%
% of All Funds
12.4%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.41%
New
58
Increased
251
Reduced
347
Closed
59
Calls
$1.16M
Puts
Net Calls
+$1.16M
Net Calls Change
-$652K
Name Holding Trade Value Shares
Change
Shares
Change %
BFC
276
Bedel Financial Consulting
Indiana
$1.36M +$14.6K +118 +1%
LB
277
Legacy Bridge
Iowa
$1.36M
RB
278
Renasant Bank
Mississippi
$1.36M -$7.18K -57 -0.5%
Wealthfront Advisers
279
Wealthfront Advisers
California
$1.35M -$187K -1,486 -12%
BFM
280
Broadview Financial Management
Wisconsin
$1.35M -$18.3K -145 -1%
CWM
281
Congress Wealth Management
Massachusetts
$1.34M +$554K +4,380 +71%
MFIM
282
Mesirow Financial Investment Management
Illinois
$1.33M +$842K +6,685 +171%
PFS
283
Prospera Financial Services
Texas
$1.33M +$19.9K +158 +2%
MLA
284
My Legacy Advisors
Oregon
$1.33M -$27.7K -220 -2%
NG
285
Norden Group
Utah
$1.31M
CFO
286
Callan Family Office
Pennsylvania
$1.31M
CC
287
Courier Capital
New York
$1.3M
ACA
288
Affinity Capital Advisors
California
$1.3M -$67K -572 -5%
Kayne Anderson Rudnick Investment Management
289
Kayne Anderson Rudnick Investment Management
California
$1.29M -$39.8K -316 -3%
I2I
290
Insight 2811 Inc
Illinois
$1.29M -$20.3K -161 -2%
BEI
291
Benjamin Edwards Inc
Missouri
$1.28M +$163K +1,297 +15%
TPCW
292
TD Private Client Wealth
New York
$1.28M -$142K -1,126 -10%
FGG
293
Financial Guidance Group
Florida
$1.25M +$126 +1 +0%
AFP
294
Ausdal Financial Partners
Iowa
$1.24M -$19.5K -155 -2%
EWA
295
ERTS Wealth Advisors
Michigan
$1.23M -$179K -1,419 -13%
CCM
296
Coldstream Capital Management
Washington
$1.23M -$160K -1,267 -12%
AllianceBernstein
297
AllianceBernstein
Tennessee
$1.23M -$453K -3,599 -27%
CCB
298
Country Club Bank
Missouri
$1.22M +$165K +1,316 +16%
SFB
299
STAR Financial Bank
Indiana
$1.21M -$265K -2,102 -18%
EK
300
Evensky & Katz
Florida
$1.2M -$882 -7 -0.1%