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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
SIC
501
Sterling Investment Counsel
New York
$412K
WP
502
Westmount Partners
California
$410K
BAM
503
Berkshire Asset Management
Pennsylvania
$408K
AIM
504
Allen Investment Management
New York
$407K
EPM
505
Elm Partners Management
Pennsylvania
$407K
SWP
506
Sagespring Wealth Partners
Tennessee
$402K
MMA
507
Miracle Mile Advisors
California
$402K
DI
508
DAGCO Inc
Ohio
$402K
CFG
509
Clayton Financial Group
Missouri
$401K
HW
510
Hancock Whitney
Mississippi
$399K
MCWS
511
McKinley Carter Wealth Services
West Virginia
$398K
IWA
512
Icon Wealth Advisors
Texas
$398K
CIA
513
Capital Investment Advisors
Georgia
$397K
AF
514
Allworth Financial
California
$396K
TC
515
Trilogy Capital
California
$395K
WP
516
WealthPLAN Partners
Nebraska
$391K
FTUS
517
Flow Traders U.S.
New York
$391K
RIM
518
Rockbridge Investment Management
New York
$391K
HAS
519
Holland Advisory Services
Florida
$389K
CWM
520
Cranbrook Wealth Management
Michigan
$389K
TWM
521
Topsail Wealth Management
North Carolina
$388K
GJIA
522
Glass Jacobson Investment Advisors
Maryland
$388K
PCS
523
Private Client Services
Kentucky
$386K
NEWAS
524
N.E.W. Advisory Services
Wisconsin
$381K
FA
525
Flagstar Advisors
New York
$379K