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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
SFS
451
Sowell Financial Services
Arkansas
$523K
CCAL
452
City Center Advisors LLC
Michigan
$523K
MC
453
Mathes Company
New York
$522K
E3F
454
Eight 31 Financial
Texas
$517K
GFL
455
Granite FO LLC
New Hampshire
$509K
PI
456
PFG Investments
New York
$505K
SA
457
Skyline Advisors
Washington
$501K
JWM
458
JP Wealth Management
South Carolina
$499K
GAA
459
Guardian Asset Advisors
Pennsylvania
$499K
AAS
460
Annex Advisory Services
Wisconsin
$488K
FUBT
461
First United Bank & Trust
Maryland
$483K
SAM
462
Silvercrest Asset Management
New York
$482K
WWM
463
Western Wealth Management
Colorado
$479K
1SB
464
1ST Source Bank
Indiana
$479K
GGA
465
Granite Group Advisors
Connecticut
$479K
Chevy Chase Trust
466
Chevy Chase Trust
Maryland
$475K
QCM
467
Quantinno Capital Management
New York
$474K
EA
468
Enclave Advisors
Texas
$474K
FMN
469
Financial Management Network
California
$471K
WIC
470
Woodmont Investment Counsel
Tennessee
$470K
CIA
471
Choate Investment Advisors
Massachusetts
$468K
AWM
472
Atticus Wealth Management
Florida
$466K
EAM
473
Evanson Asset Management
California
$466K
PFBT
474
Parkside Financial Bank & Trust
Missouri
$465K
National Bank of Canada
475
National Bank of Canada
Quebec, Canada
$464K