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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 %
JWCA
376
J.W. Cole Advisors
Florida
$778K +$487K +3,685 +167%
CFB
377
Cullen/Frost Bankers
Texas
$774K +$110K +833 +17%
CGA
378
Crescent Grove Advisors
Illinois
$768K
AWA
379
Arkadios Wealth Advisors
Georgia
$768K -$56.7K -429 -7%
AAS
380
Ameritas Advisory Services
Nebraska
$762K -$262K -1,985 -26%
CRM
381
Cramer Rosenthal McGlynn
Connecticut
$760K +$760K +5,750 New
PA
382
Prossimo Advisors
California
$751K -$198K -1,497 -21%
RBC
383
Romano Brothers & Co
Illinois
$749K +$132 +1 +0%
PWM
384
Parkshore Wealth Management
California
$748K -$116K -881 -13%
AF
385
Advisornet Financial
Minnesota
$746K -$1.69M -12,805 -69%
KP
386
Keel Point
Alabama
$742K +$419K +3,168 +129%
ONB
387
Old National Bancorp
Indiana
$736K +$396K +3,000 +117%
SFPG
388
Stonebridge Financial Planning Group
Florida
$733K -$6.08K -46 -0.8%
AWMNH
389
Arcadia Wealth Management (New Hampshire)
New Hampshire
$732K +$99.6K +754 +16%
SIA
390
Stegner Investment Associates
Kentucky
$729K -$45.6K -345 -6%
GFP
391
Gryphon Financial Partners
Ohio
$717K -$32.8K -248 -4%
HIP
392
HUB Investment Partners
Texas
$709K -$60.3K -456 -8%
MMG
393
Monetary Management Group
Missouri
$707K
MFIM
394
Mesirow Financial Investment Management
Illinois
$701K -$699K -5,287 -50%
RW
395
Regimen Wealth
Georgia
$699K +$2.64K +20 +0.4%
Tudor Investment Corp
396
Tudor Investment Corp
Connecticut
$699K +$320K +2,419 +84%
FCH
397
Freestone Capital Holdings
Washington
$697K -$22.6K -171 -3%
PIA
398
Perennial Investment Advisors
California
$685K -$43.7K -331 -6%
Boston Partners
399
Boston Partners
Massachusetts
$682K -$520K -3,920 -43%
PWP
400
Principle Wealth Partners
Connecticut
$681K +$681K +5,155 New