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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
FCA
326
Fortis Capital Advisors
Kansas
$1.02M
CTC
327
Central Trust Company
Missouri
$1.02M
WIM
328
Warwick Investment Management
Texas
$1.02M
AQR Capital Management
329
AQR Capital Management
Connecticut
$1.02M
WAP
330
Wealthcare Advisory Partners
Pennsylvania
$1M
SFWC
331
Strategic Family Wealth Counselors
New Jersey
$989K
AAS
332
Ameritas Advisory Services
Nebraska
$987K
GT
333
Glenview Trust
Kentucky
$980K
IA
334
IFP Advisors
Florida
$969K
SFA
335
Sequoia Financial Advisors
Ohio
$966K
CB
336
Cadence Bank
Mississippi
$963K
SI
337
Saxon Interests
Texas
$949K
BWFA
338
Baltimore-Washington Financial Advisors
Maryland
$944K
IA
339
Integrity Alliance
Iowa
$938K
CWM
340
Cornerstone Wealth Management
Missouri
$938K
WI
341
Wedgewood Investors
Pennsylvania
$925K
PMG
342
Private Management Group
California
$923K
SVWAG
343
Sound View Wealth Advisors Group
Georgia
$914K
MA
344
Mutual Advisors
Nebraska
$905K
PA
345
Prossimo Advisors
California
$904K
FOA
346
Five Oceans Advisors
California
$902K
CB
347
Centennial Bank
Arkansas
$898K
TP
348
Tranquility Partners
Tennessee
$895K
IPW
349
Intergy Private Wealth
Colorado
$894K
GWMIA
350
Global Wealth Management Investment Advisory
Florida
$891K