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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 %
BAM
501
Berkshire Asset Management
Pennsylvania
$428K
PA
502
Pinnacle Associates
New York
$427K -$9.12K -69 -2%
AIM
503
Allen Investment Management
New York
$427K
CBA
504
Coastal Bridge Advisors
Connecticut
$423K -$13.2K -100 -3%
WIC
505
Woodmont Investment Counsel
Tennessee
$423K -$69.9K -529 -14%
GBT
506
Grove Bank & Trust
Florida
$422K +$52.9K +400 +14%
SWP
507
Sagespring Wealth Partners
Tennessee
$420K -$1.19K -9 -0.3%
IWA
508
Icon Wealth Advisors
Texas
$418K +$132 +1 +0%
JWA
509
JFS Wealth Advisors
Pennsylvania
$414K +$25.6K +194 +7%
FTWA
510
Fifth Third Wealth Advisors
Ohio
$412K +$73.5K +556 +22%
HAS
511
Holland Advisory Services
Florida
$410K +$1.59K +12 +0.4%
RIM
512
Rockbridge Investment Management
New York
$410K
AHC
513
Anderson Hoagland & Co
Missouri
$410K
FUBT
514
First United Bank & Trust
Maryland
$409K -$97.8K -740 -19%
TC
515
Trilogy Capital
California
$408K -$6.48K -49 -2%
TWM
516
Topsail Wealth Management
North Carolina
$408K
LAS
517
Lloyd Advisory Services
Georgia
$405K +$67.9K +514 +20%
LBC
518
Lowe Brockenbrough & Co
Virginia
$405K -$238K -1,800 -37%
MCWS
519
McKinley Carter Wealth Services
West Virginia
$400K -$17.8K -135 -4%
NEWAS
520
N.E.W. Advisory Services
Wisconsin
$399K
PCS
521
Private Client Services
Kentucky
$398K -$7.27K -55 -2%
CWM
522
Cranbrook Wealth Management
Michigan
$397K -$10.3K -78 -3%
SCM
523
SCS Capital Management
Massachusetts
$397K
FB
524
First Bancorp
Maine
$396K
PAI
525
Pittenger & Anderson Inc
Nebraska
$396K