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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 %
ODIJL
401
One Day In July LLC
Vermont
$676K -$6.74K -51 -1%
RMDI
402
R.M. Davis Inc
Maine
$671K +$529 +4 +0.1%
PPW
403
Parcion Private Wealth
Washington
$667K +$667K +5,049 New
CI
404
Cordant Inc
Oregon
$666K
AA
405
Alesco Advisors
New York
$666K
WIA
406
World Investment Advisors
California
$663K
DT
407
Diversified Trust
Tennessee
$662K
FFA
408
Farther Finance Advisors
California
$660K -$154K -1,165 -19%
NAMP
409
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$654K +$654K +4,953 New
AL
410
Aspiriant LLC
California
$654K +$329K +2,492 +101%
AAS
411
Annex Advisory Services
Wisconsin
$648K +$136K +1,031 +27%
CNBT
412
Canandaigua National Bank & Trust
New York
$639K
TSS
413
Two Sigma Securities
New York
$636K +$636K +4,810 New
RT
414
Rockland Trust
Massachusetts
$633K -$1.19K -9 -0.2%
CGPCS
415
Capital Group Private Client Services
California
$630K -$72.5K -549 -10%
EWA
416
EverSource Wealth Advisors
Alabama
$629K -$1.08M -8,148 -63%
SWA
417
Sax Wealth Advisors
New Jersey
$623K +$18.4K +139 +3%
SCP
418
Stevens Capital Partners
Nebraska
$615K +$161K +1,203 +35%
VA
419
Valmark Advisers
Ohio
$614K +$1.85K +14 +0.3%
SHWM
420
Smith & Howard Wealth Management
Georgia
$610K
PC
421
Port Capital
Illinois
$607K -$54.7K -414 -8%
RIS
422
Retirement Income Solutions
Michigan
$601K
BSTWA
423
Blake Schutter Theil Wealth Advisors
Ohio
$598K
EFS
424
Essex Financial Services
Connecticut
$597K +$661 +5 +0.1%
RSWM
425
Robertson Stephens Wealth Management
California
$595K +$925 +7 +0.2%