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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
American Century Companies
26
American Century Companies
Missouri
$78.1M
HWA
27
Heritage Wealth Advisors
Virginia
$64.6M
EH
28
Equitable Holdings
New York
$59.2M
Truist Financial
29
Truist Financial
North Carolina
$54.1M
MCC
30
Money Concepts Capital
Florida
$53.3M
PLFA
31
Pacific Life Fund Advisors
California
$50.3M
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$44.6M
ANTB
33
AMG National Trust Bank
Colorado
$43.1M
Lido Advisors
34
Lido Advisors
California
$42.3M
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$41.1M
Natixis Advisors
36
Natixis Advisors
Massachusetts
$38.7M
OCM
37
One Capital Management
California
$38.2M
AWM
38
AE Wealth Management
Kansas
$36.9M
Mariner
39
Mariner
Kansas
$35.3M
CPIG
40
Chicago Partners Investment Group
Illinois
$33.5M
CMA
41
Cedar Mountain Advisors
Oregon
$32.1M
GI
42
GLOBALT Investments
Georgia
$31.4M
HighTower Advisors
43
HighTower Advisors
Illinois
$28M
Corient Private Wealth
44
Corient Private Wealth
Florida
$27.9M
WFAG
45
Wescott Financial Advisory Group
Pennsylvania
$27.3M
LL
46
LPWM LLC
Minnesota
$26.7M
KeyBank National Association
47
KeyBank National Association
Ohio
$25.5M
KAS
48
Kestra Advisory Services
Texas
$22.5M
Northern Trust
49
Northern Trust
Illinois
$22.4M
CP
50
Covenant Partners
Tennessee
$22.2M