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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 %
JWM
451
JP Wealth Management
South Carolina
$540K
HCMT
452
Highland Capital Management (Tennessee)
Tennessee
$539K -$59.2K -448 -10%
GFL
453
Granite FO LLC
New Hampshire
$534K
MC
454
Mathes Company
New York
$528K -$19.8K -150 -4%
SA
455
Skyline Advisors
Washington
$527K +$1.59K +12 +0.3%
CWM
456
Cahaba Wealth Management
Georgia
$524K -$115K -874 -18%
GAA
457
Guardian Asset Advisors
Pennsylvania
$524K +$132 +1 +0%
TPWA
458
Twin Peaks Wealth Advisors
California
$522K +$522K +3,849 New
PFBT
459
Parkside Financial Bank & Trust
Missouri
$515K +$27.4K +207 +6%
ZF
460
Zhang Financial
Michigan
$515K +$48.6K +368 +10%
TWP
461
Total Wealth Planning
Ohio
$509K +$38.3K +290 +8%
SAM
462
Silvercrest Asset Management
New York
$506K
1SB
463
1ST Source Bank
Indiana
$502K
GGA
464
Granite Group Advisors
Connecticut
$502K
AWM
465
Atticus Wealth Management
Florida
$498K +$8.59K +65 +2%
EA
466
Enclave Advisors
Texas
$497K
WP
467
WealthPLAN Partners
Nebraska
$497K +$86.6K +655 +21%
WWM
468
Western Wealth Management
Colorado
$496K -$6.74K -51 -1%
SB
469
Simmons Bank
Arkansas
$492K +$20K +151 +4%
EAM
470
Evanson Asset Management
California
$489K
T
471
Transce3nd
Texas
$486K +$132K +1,001 +37%
FA
472
Financial Alternatives
California
$484K
National Bank of Canada
473
National Bank of Canada
Quebec, Canada
$483K -$3.3K -25 -0.7%
Chevy Chase Trust
474
Chevy Chase Trust
Maryland
$482K -$16.5K -125 -3%
PCA
475
Pallas Capital Advisors
Massachusetts
$480K -$69.6K -527 -13%