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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
12.14%
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 %
NS
351
NBC Securities
Alabama
$880K +$11.6K +88 +1%
AWM
352
Avior Wealth Management
Nebraska
$880K -$3.3K -25 -0.4%
FMTC
353
Farmers & Merchants Trust Company
California
$876K -$19.4K -147 -2%
TI
354
Truepoint Inc
Ohio
$866K -$277K -2,099 -24%
SF
355
Summit Financial
New Jersey
$864K +$48.5K +367 +6%
JFGIW
356
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$863K +$532K +4,023 +160%
DC
357
Davenport & Co
Virginia
$857K +$265K +2,003 +45%
MA
358
MCF Advisors
Kentucky
$852K +$132 +1 +0%
SG
359
StoneX Group
New York
$844K +$90K +681 +12%
AWM
360
Apollon Wealth Management
South Carolina
$842K +$7K +53 +0.8%
AA
361
Auxano Advisors
Washington
$836K -$43.1K -326 -5%
HCA
362
Harbour Capital Advisors
Virginia
$827K
CSP
363
Cary Street Partners
Virginia
$824K +$12.8K +97 +2%
QCM
364
Quantinno Capital Management
New York
$824K +$326K +2,469 +66%
BA
365
Ballew Advisors
Mississippi
$819K +$1.21K +9 +0.1%
TNB
366
Thomasville National Bank
Georgia
$818K -$76.5K -579 -9%
LW
367
Linscomb Wealth
Texas
$815K
AssetMark Inc
368
AssetMark Inc
California
$815K +$141K +1,065 +21%
PP
369
Prosperity Planning
Missouri
$814K
RWP
370
Revolve Wealth Partners
New Jersey
$810K -$40.6K -307 -5%
HWM
371
HB Wealth Management
Georgia
$807K +$132 +1 +0%
EW
372
Evoke Wealth
California
$800K +$130K +983 +19%
MWP
373
MYCIO Wealth Partners
Pennsylvania
$797K +$3.04K +23 +0.4%
FIA
374
Foundations Investment Advisors
Arizona
$787K -$28.9K -219 -4%
IWM
375
IHT Wealth Management
Illinois
$779K +$41.8K +316 +6%