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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
IC
426
IEQ Capital
California
$591K
VA
427
Valmark Advisers
Ohio
$584K
SHWM
428
Smith & Howard Wealth Management
Georgia
$582K
SWA
429
Sax Wealth Advisors
New Jersey
$576K
RIS
430
Retirement Income Solutions
Michigan
$573K
BSTWA
431
Blake Schutter Theil Wealth Advisors
Ohio
$571K
HCMT
432
Highland Capital Management (Tennessee)
Tennessee
$570K
EFS
433
Essex Financial Services
Connecticut
$568K
RSWM
434
Robertson Stephens Wealth Management
California
$566K
DC
435
Davenport & Co
Virginia
$565K
MTIC
436
Missouri Trust & Investment Company
Missouri
$564K
SAW
437
Signal Advisors Wealth
Michigan
$564K
WT
438
Washington Trust
Rhode Island
$563K
MCM
439
Manchester Capital Management
Vermont
$551K
CFG
440
Cornerstone Financial Group
Nebraska
$550K
RTL
441
Red Tortoise LLC
Georgia
$547K
B
442
Bensler
Washington
$546K
FLPIM
443
F.L. Putnam Investment Management
Massachusetts
$544K
BFA
444
Bragg Financial Advisors
North Carolina
$534K
AT
445
American Trust
Kentucky
$532K
GWA
446
Geometric Wealth Advisors
District of Columbia
$532K
PB
447
Pinnacle Bancorp
Nebraska
$531K
BI
448
Berkeley Inc
Idaho
$530K
PCA
449
Pallas Capital Advisors
Massachusetts
$524K
QCM
450
QRG Capital Management
Illinois
$524K