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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 %
GWP
526
Gateway Wealth Partners
Wisconsin
$396K +$396K +2,996 New
RCM
527
Richardson Capital Management
Wisconsin
$392K -$3.04K -23 -0.8%
FA
528
Flagstar Advisors
New York
$392K -$5.29K -40 -1%
FCM
529
Firestone Capital Management
Florida
$391K
BA
530
Bridgewater Advisors
New York
$390K +$137 +1 +0%
PIFP
531
Partners in Financial Planning
Virginia
$385K +$132 +1 +0%
BCG
532
Breakwater Capital Group
New Jersey
$384K +$13.6K +103 +4%
CIA
533
Concurrent Investment Advisors
Florida
$382K +$172K +1,298 +82%
BMCM
534
Bryn Mawr Capital Management
Pennsylvania
$379K +$44.7K +338 +13%
RBFC
535
Roman Butler Fullerton & Co
Missouri
$379K +$83.8K +610 +28%
DI
536
DAGCO Inc
Ohio
$379K -$42.5K -322 -10%
FB
537
Fulton Bank
Pennsylvania
$375K +$82.6K +625 +28%
DTC
538
Davidson Trust Company
Washington
$371K
PCIA
539
Prime Capital Investment Advisors
Kansas
$371K -$92.8K -702 -20%
GJIA
540
Glass Jacobson Investment Advisors
Maryland
$371K -$25.9K -196 -7%
NL
541
NWAM LLC
Washington
$370K +$85.9K +634 +30%
CFP
542
Cascade Financial Partners
California
$370K -$1.19K -9 -0.3%
CTWM
543
Cherry Tree Wealth Management
Minnesota
$369K
PWM
544
Perigon Wealth Management
California
$365K +$1.06K +8 +0.3%
KCM
545
Kanawha Capital Management
Virginia
$365K
NAS
546
Nicolet Advisory Services
Wisconsin
$360K -$605K -4,557 -63%
PCA
547
Prosperity Capital Advisors
Ohio
$359K +$1.98K +15 +0.6%
PIA
548
Pinion Investment Advisors
Kansas
$357K -$23.1K -175 -6%
IIC
549
Ironwood Investment Counsel
Arizona
$357K +$95.8K +725 +37%
FFC
550
First Financial Corp
Indiana
$355K