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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
BFS
301
Bradley Foster & Sargent
Connecticut
$1.18M
MWM
302
Meridian Wealth Management
Kentucky
$1.17M
Citadel Advisors
303
Citadel Advisors
Florida
$1.17M
RFWA
304
RPg Family Wealth Advisory
Massachusetts
$1.14M
TCA
305
Transcend Capital Advisors
New Jersey
$1.14M
Boston Partners
306
Boston Partners
Massachusetts
$1.13M
SCG
307
Sonata Capital Group
Washington
$1.12M
GIA
308
Gladstone Institutional Advisory
Florida
$1.12M
PCH
309
PGIM Custom Harvest
New Jersey
$1.12M
PCM
310
Pointe Capital Management
Michigan
$1.12M
FNT
311
First National Trust
Pennsylvania
$1.1M
WSFS
312
Wilmington Savings Fund Society
Delaware
$1.1M
TI
313
Truepoint Inc
Ohio
$1.09M
TPI
314
Trust Point Inc
Wisconsin
$1.08M
PTC
315
Private Trust Company
Ohio
$1.08M
CAM
316
Cozad Asset Management
Illinois
$1.07M
LGG
317
Luts & Greenleigh Group
Maryland
$1.07M
UCFA
318
United Capital Financial Advisors
Texas
$1.06M
SCM
319
SOL Capital Management
Maryland
$1.06M
CAL
320
Capital Analysts LLC
Pennsylvania
$1.06M
VCM
321
Viewpoint Capital Management
Washington
$1.06M
KOC
322
Koss-Olinger Consulting
Florida
$1.06M
GT
323
Greenleaf Trust
Michigan
$1.05M
AFG
324
Allegheny Financial Group
Pennsylvania
$1.02M
BAM
325
Belpointe Asset Management
Nevada
$1.02M