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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
FA
476
Financial Alternatives
California
$461K
QC
477
Quadrature Capital
United Kingdom
$461K
FF
478
Friday Financial
Iowa
$454K
DFG
479
Dynamic Financial Group
Iowa
$451K
SB
480
Simmons Bank
Arkansas
$450K
TWP
481
Total Wealth Planning
Ohio
$449K
FWTB
482
First Western Trust Bank
Colorado
$448K
GPA
483
Guidance Point Advisors
Massachusetts
$447K
ZF
484
Zhang Financial
Michigan
$444K
BEAM
485
Baker Ellis Asset Management
Washington
$443K
DW30
486
Drucker Wealth 3.0
New Jersey
$442K
PCIA
487
Prime Capital Investment Advisors
Kansas
$442K
VFA
488
Valeo Financial Advisors
Indiana
$439K
FF
489
Finley Financial
Nevada
$438K
CFG
490
Cooper Financial Group
California
$437K
LSWP
491
Liberty Square Wealth Partners
Pennsylvania
$433K
CIA
492
Compass Ion Advisors
Pennsylvania
$432K
NCM
493
NCM Capital Management
New Jersey
$428K
SCP
494
Stevens Capital Partners
Nebraska
$428K
LWM
495
LJI Wealth Management
Indiana
$424K
LFA
496
LGT Financial Advisors
Texas
$423K
PA
497
PFG Advisors
Arizona
$422K
PA
498
Pinnacle Associates
New York
$416K
CBA
499
Coastal Bridge Advisors
Connecticut
$416K
MFGP
500
Marshall Financial Group (Pennsylvania)
Pennsylvania
$414K