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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
BFC
276
Bedel Financial Consulting
Indiana
$1.36M
LB
277
Legacy Bridge
Iowa
$1.36M
RB
278
Renasant Bank
Mississippi
$1.36M
Wealthfront Advisers
279
Wealthfront Advisers
California
$1.35M
BFM
280
Broadview Financial Management
Wisconsin
$1.35M
CWM
281
Congress Wealth Management
Massachusetts
$1.34M
MFIM
282
Mesirow Financial Investment Management
Illinois
$1.33M
PFS
283
Prospera Financial Services
Texas
$1.33M
MLA
284
My Legacy Advisors
Oregon
$1.33M
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
Kayne Anderson Rudnick Investment Management
289
Kayne Anderson Rudnick Investment Management
California
$1.29M
I2I
290
Insight 2811 Inc
Illinois
$1.29M
BEI
291
Benjamin Edwards Inc
Missouri
$1.28M
TPCW
292
TD Private Client Wealth
New York
$1.28M
FGG
293
Financial Guidance Group
Florida
$1.25M
AFP
294
Ausdal Financial Partners
Iowa
$1.24M
EWA
295
ERTS Wealth Advisors
Michigan
$1.23M
CCM
296
Coldstream Capital Management
Washington
$1.23M
AllianceBernstein
297
AllianceBernstein
Tennessee
$1.23M
CCB
298
Country Club Bank
Missouri
$1.22M
SFB
299
STAR Financial Bank
Indiana
$1.21M
EK
300
Evensky & Katz
Florida
$1.2M