IWS icon

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
CG
526
Cynosure Group
Utah
$378K
SCM
527
SCS Capital Management
Massachusetts
$378K
PAI
528
Pittenger & Anderson Inc
Nebraska
$378K
FB
529
First Bancorp
Maine
$378K
RCM
530
Richardson Capital Management
Wisconsin
$377K
FCM
531
Firestone Capital Management
Florida
$373K
JWA
532
JFS Wealth Advisors
Pennsylvania
$370K
PIFP
533
Partners in Financial Planning
Virginia
$367K
FAIM
534
Financial Advocates Investment Management
Washington
$366K
HI
535
Harbour Investments
Wisconsin
$366K
CA
536
Continuum Advisory
Idaho
$364K
PIA
537
Pinion Investment Advisors
Kansas
$362K
Tudor Investment Corp
538
Tudor Investment Corp
Connecticut
$361K
Neuberger Berman Group
539
Neuberger Berman Group
New York
$360K
AC
540
Apella Capital
Connecticut
$355K
DTC
541
Davidson Trust Company
Washington
$354K
CFP
542
Cascade Financial Partners
California
$353K
BCG
543
Breakwater Capital Group
New Jersey
$353K
GBT
544
Grove Bank & Trust
Florida
$352K
CTWM
545
Cherry Tree Wealth Management
Minnesota
$352K
BA
546
Bridgewater Advisors
New York
$351K
KCM
547
Kanawha Capital Management
Virginia
$348K
LI
548
Leeward Investments
Massachusetts
$347K
MIC
549
Means Investment Company
Maine
$347K
PWM
550
Perigon Wealth Management
California
$347K