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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
CHJWM
376
Carlton Hofferkamp & Jenks Wealth Management
Texas
$747K
HCA
377
Harbour Capital Advisors
Virginia
$744K
PA
378
Parallel Advisors
California
$738K
SIA
379
Stegner Investment Associates
Kentucky
$738K
NP
380
NorthRock Partners
Minnesota
$736K
HIP
381
HUB Investment Partners
Texas
$733K
CGA
382
Crescent Grove Advisors
Illinois
$732K
JFG
383
Jefferies Financial Group
New York
$722K
SG
384
StoneX Group
New York
$719K
BB
385
Busey Bank
Illinois
$716K
GFP
386
Gryphon Financial Partners
Ohio
$715K
TRCT
387
Tower Research Capital (TRC)
New York
$715K
RBC
388
Romano Brothers & Co
Illinois
$714K
BA
389
Ballew Advisors
Mississippi
$710K
SFPG
390
Stonebridge Financial Planning Group
Florida
$704K
IWM
391
IHT Wealth Management
Illinois
$703K
PIA
392
Perennial Investment Advisors
California
$695K
FCH
393
Freestone Capital Holdings
Washington
$686K
DWA
394
Dougherty Wealth Advisers
Minnesota
$682K
MMG
395
Monetary Management Group
Missouri
$674K
CGPCS
396
Capital Group Private Client Services
California
$670K
Luther King Capital Management (LKCM)
397
Luther King Capital Management (LKCM)
Texas
$668K
RW
398
Regimen Wealth
Georgia
$664K
Q1WB
399
Quest 10 Wealth Builders
Virginia
$663K
CT
400
Colonial Trust
South Carolina
$654K