IWS icon

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 %
CT
476
Colonial Trust
South Carolina
$479K -$207K -1,563 -30%
HW
477
Hancock Whitney
Mississippi
$474K +$55.5K +420 +13%
DFG
478
Dynamic Financial Group
Iowa
$473K -$529 -4 -0.1%
FF
479
Finley Financial
Nevada
$471K
FF
480
Friday Financial
Iowa
$470K +$529 +4 +0.1%
GPA
481
Guidance Point Advisors
Massachusetts
$470K +$1.72K +13 +0.4%
FWTB
482
First Western Trust Bank
Colorado
$470K
VFA
483
Valeo Financial Advisors
Indiana
$466K +$4.1K +31 +0.9%
BEAM
484
Baker Ellis Asset Management
Washington
$465K
DW30
485
Drucker Wealth 3.0
New Jersey
$463K -$10.1K -75 -2%
CIA
486
Compass Ion Advisors
Pennsylvania
$462K +$8.46K +64 +2%
WIM
487
Wittenberg Investment Management
Massachusetts
$460K +$460K +3,478 New
IA
488
Integrity Alliance
Iowa
$457K -$527K -3,989 -54%
NCM
489
NCM Capital Management
New Jersey
$452K +$2.91K +22 +0.6%
2WWM
490
21 West Wealth Management
California
$452K +$452K +3,422 New
CFG
491
Cooper Financial Group
California
$450K -$8.72K -66 -2%
AC
492
Apella Capital
Connecticut
$447K +$48.5K +362 +12%
FLPIM
493
F.L. Putnam Investment Management
Massachusetts
$446K -$124K -941 -22%
LFA
494
LGT Financial Advisors
Texas
$445K +$1.72K +13 +0.4%
SAW
495
Signal Advisors Wealth
Michigan
$443K -$148K -1,121 -25%
CIA
496
Capital Investment Advisors
Georgia
$437K +$20.9K +158 +5%
DRP
497
Decker Retirement Planning
Utah
$437K +$80.3K +608 +23%
MFGP
498
Marshall Financial Group (Pennsylvania)
Pennsylvania
$435K +$1.32K +10 +0.3%
LWM
499
LJI Wealth Management
Indiana
$432K -$12.3K -93 -3%
WP
500
Westmount Partners
California
$431K