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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
IB
351
Intrust Bank
Kansas
$876K
B
352
Bailard
California
$870K
R
353
Rebalance
California
$868K
GL
354
Graypoint LLC
New York
$867K
AL
355
ADE LLC
Maryland
$860K
AAP
356
Arax Advisory Partners
Colorado
$858K
FMTC
357
Farmers & Merchants Trust Company
California
$854K
TNB
358
Thomasville National Bank
Georgia
$853K
AWM
359
Avior Wealth Management
Nebraska
$842K
NAS
360
Nicolet Advisory Services
Wisconsin
$838K
AA
361
Auxano Advisors
Washington
$838K
NS
362
NBC Securities
Alabama
$828K
PWM
363
Parkshore Wealth Management
California
$824K
MA
364
MCF Advisors
Kentucky
$812K
RWP
365
Revolve Wealth Partners
New Jersey
$811K
AWM
366
Apollon Wealth Management
South Carolina
$796K
AWA
367
Arkadios Wealth Advisors
Georgia
$786K
FIA
368
Foundations Investment Advisors
Arizona
$778K
LW
369
Linscomb Wealth
Texas
$777K
FFA
370
Farther Finance Advisors
California
$777K
SF
371
Summit Financial
New Jersey
$777K
PP
372
Prosperity Planning
Missouri
$776K
CSP
373
Cary Street Partners
Virginia
$773K
HWM
374
HB Wealth Management
Georgia
$769K
MWP
375
MYCIO Wealth Partners
Pennsylvania
$757K