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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
12.14%
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 %
PFM
426
Phillips Financial Management
Indiana
$594K -$39K -295 -6%
SAM
427
Strive Asset Management
Ohio
$593K -$1.55M -11,749 -72%
CB
428
Centennial Bank
Arkansas
$592K -$349K -2,644 -37%
IC
429
IEQ Capital
California
$591K -$28.8K -218 -5%
MTIC
430
Missouri Trust & Investment Company
Missouri
$591K
MCM
431
Manchester Capital Management
Vermont
$578K
RTL
432
Red Tortoise LLC
Georgia
$574K
SWM
433
Spire Wealth Management
Virginia
$573K -$72.2K -546 -11%
B
434
Bensler
Washington
$573K +$132 +1 +0%
PPC
435
Park Place Capital
Alabama
$572K -$963K -7,197 -63%
AUB
436
Atlantic Union Bankshares
Virginia
$571K +$571K +4,323 New
WT
437
Washington Trust
Rhode Island
$570K -$20.5K -155 -3%
BFA
438
Bragg Financial Advisors
North Carolina
$570K +$9.78K +74 +2%
FMN
439
Financial Management Network
California
$570K +$6.48K +48 +1%
CFG
440
Cornerstone Financial Group
Nebraska
$564K +$793 +6 +0.1%
WH
441
Willner & Heller
California
$560K -$98.6K -746 -15%
CCAL
442
City Center Advisors LLC
Michigan
$559K +$10.3K +78 +2%
PI
443
PFG Investments
New York
$558K +$28.1K +213 +5%
AF
444
Allworth Financial
California
$558K +$129K +980 +30%
GWA
445
Geometric Wealth Advisors
District of Columbia
$558K
MMA
446
Miracle Mile Advisors
California
$558K +$136K +1,030 +32%
BI
447
Berkeley Inc
Idaho
$556K +$132 +1 +0%
PB
448
Pinnacle Bancorp
Nebraska
$556K -$1.19K -9 -0.2%
BB
449
Busey Bank
Illinois
$553K -$198K -1,500 -26%
E3F
450
Eight 31 Financial
Texas
$542K