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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
ODIJL
401
One Day In July LLC
Vermont
$651K
SAI
402
Savvy Advisors Inc
New York
$649K
AssetMark Inc
403
AssetMark Inc
California
$643K
Prudential Financial
404
Prudential Financial
New Jersey
$642K
RMDI
405
R.M. Davis Inc
Maine
$639K
EW
406
Evoke Wealth
California
$639K
CI
407
Cordant Inc
Oregon
$635K
AA
408
Alesco Advisors
New York
$635K
CFB
409
Cullen/Frost Bankers
Texas
$633K
WIA
410
World Investment Advisors
California
$632K
DT
411
Diversified Trust
Tennessee
$631K
PC
412
Port Capital
Illinois
$631K
WH
413
Willner & Heller
California
$628K
MFWP
414
Mosaic Family Wealth Partners
Missouri
$616K
SIA
415
Schechter Investment Advisors
Michigan
$615K
SWM
416
Spire Wealth Management
Virginia
$615K
LBC
417
Lowe Brockenbrough & Co
Virginia
$613K
BCM
418
Brookstone Capital Management
Illinois
$613K
CWM
419
Cahaba Wealth Management
Georgia
$610K
CNBT
420
Canandaigua National Bank & Trust
New York
$609K
RT
421
Rockland Trust
Massachusetts
$604K
PFM
422
Phillips Financial Management
Indiana
$603K
AWMNH
423
Arcadia Wealth Management (New Hampshire)
New Hampshire
$603K
SSB
424
Sandy Spring Bank
Maryland
$601K
MW
425
Marcum Wealth
Ohio
$601K