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iShares Russell Mid-Cap Value ETF

905 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 280 increasing their positions, 321 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
905
Holders Change
-8
Holders Change %
-0.88%
% of All Funds
12.15%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.39%
New
63
Increased
280
Reduced
321
Closed
54
Calls
$1.89M
Puts
Net Calls
+$1.89M
Net Calls Change
+$731K
Name Holding Trade Value Shares
Change
Shares
Change %
CB
326
Cadence Bank
Mississippi
$1.01M -$2.11K -16 -0.2%
NP
327
NorthRock Partners
Minnesota
$998K +$226K +1,710 +29%
IA
328
IFP Advisors
Florida
$992K -$23.5K -178 -2%
CAL
329
Capital Analysts LLC
Pennsylvania
$985K -$124K -942 -11%
CHJWM
330
Carlton Hofferkamp & Jenks Wealth Management
Texas
$983K +$120K +887 +14%
CWM
331
Cornerstone Wealth Management
Missouri
$980K -$4.1K -31 -0.4%
MFWP
332
Mosaic Family Wealth Partners
Missouri
$977K +$330K +2,501 +51%
BWFA
333
Baltimore-Washington Financial Advisors
Maryland
$965K -$25.5K -193 -3%
WI
334
Wedgewood Investors
Pennsylvania
$964K -$7.14K -54 -0.7%
NB
335
Nicolet Bankshares
Wisconsin
$964K +$614K +4,648 +176%
BAM
336
Belpointe Asset Management
Nevada
$959K -$113K -854 -11%
FCA
337
Fortis Capital Advisors
Kansas
$959K -$113K -854 -11%
SVWAG
338
Sound View Wealth Advisors Group
Georgia
$958K
AQR Capital Management
339
AQR Capital Management
Connecticut
$950K -$118K -894 -11%
SI
340
Saxon Interests
Texas
$949K
TPA
341
Trivium Point Advisory
Connecticut
$948K -$545K -4,121 -36%
NF
342
Nvest Financial
New Hampshire
$946K +$600K +4,544 +174%
FOA
343
Five Oceans Advisors
California
$943K -$3.3K -25 -0.3%
TP
344
Tranquility Partners
Tennessee
$934K -$4.63K -35 -0.5%
Franklin Resources
345
Franklin Resources
California
$931K -$788K -5,962 -46%
IPW
346
Intergy Private Wealth
Colorado
$927K -$10.6K -80 -1%
IB
347
Intrust Bank
Kansas
$919K
R
348
Rebalance
California
$914K +$3.44K +26 +0.4%
B
349
Bailard
California
$913K
GL
350
Graypoint LLC
New York
$910K