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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 %
BFS
301
Bradley Foster & Sargent
Connecticut
$1.18M
MWM
302
Meridian Wealth Management
Kentucky
$1.17M +$19.9K +158 +2%
Citadel Advisors
303
Citadel Advisors
Florida
$1.17M -$295K -2,345 -20%
RFWA
304
RPg Family Wealth Advisory
Massachusetts
$1.14M +$1.14M +9,018 New
TCA
305
Transcend Capital Advisors
New Jersey
$1.14M +$19.3K +153 +2%
Boston Partners
306
Boston Partners
Massachusetts
$1.13M -$561K -4,485 -33%
SCG
307
Sonata Capital Group
Washington
$1.12M -$40.3K -320 -3%
GIA
308
Gladstone Institutional Advisory
Florida
$1.12M -$17.5K -139 -2%
PCH
309
PGIM Custom Harvest
New Jersey
$1.12M -$20.2K -160 -2%
PCM
310
Pointe Capital Management
Michigan
$1.12M +$87.7K +696 +9%
FNT
311
First National Trust
Pennsylvania
$1.1M
WSFS
312
Wilmington Savings Fund Society
Delaware
$1.1M
TI
313
Truepoint Inc
Ohio
$1.09M -$7.94K -63 -0.7%
TPI
314
Trust Point Inc
Wisconsin
$1.08M
PTC
315
Private Trust Company
Ohio
$1.08M -$60.6K -481 -5%
CAM
316
Cozad Asset Management
Illinois
$1.07M -$13K -103 -1%
LGG
317
Luts & Greenleigh Group
Maryland
$1.07M -$10.5K -83 -1%
UCFA
318
United Capital Financial Advisors
Texas
$1.06M -$51K -405 -5%
SCM
319
SOL Capital Management
Maryland
$1.06M
CAL
320
Capital Analysts LLC
Pennsylvania
$1.06M +$20.9K +166 +2%
VCM
321
Viewpoint Capital Management
Washington
$1.06M -$56.7K -450 -5%
KOC
322
Koss-Olinger Consulting
Florida
$1.06M +$1.06M +8,382 New
GT
323
Greenleaf Trust
Michigan
$1.05M -$141K -1,118 -12%
AFG
324
Allegheny Financial Group
Pennsylvania
$1.02M -$84.4K -670 -8%
BAM
325
Belpointe Asset Management
Nevada
$1.02M +$701K +5,565 +219%