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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 %
TA
551
TFG Advisers
Michigan
$354K +$925 +7 +0.3%
Neuberger Berman Group
552
Neuberger Berman Group
New York
$353K -$25.2K -191 -7%
EWM
553
Empirical Wealth Management
Washington
$352K +$32.8K +248 +10%
LSWP
554
Liberty Square Wealth Partners
Pennsylvania
$352K -$103K -779 -23%
MOS
555
MGO One Seven
Ohio
$347K +$4.1K +31 +1%
NAM
556
NTV Asset Management
West Virginia
$347K
BCM
557
BTC Capital Management
Iowa
$346K
VFPW
558
Vantage Financial Partners (Wisconsin)
Wisconsin
$346K -$7K -53 -2%
Russell Investments Group
559
Russell Investments Group
United Kingdom
$344K +$215K +1,629 +167%
FWP
560
Fiduciary Wealth Partners
Massachusetts
$342K +$342K +2,591 New
IA
561
IFG Advisory
Georgia
$342K
APW
562
Acima Private Wealth
Virginia
$342K
BIG
563
Builder Investment Group
Georgia
$340K
MWM
564
Modern Wealth Management
Kansas
$339K +$69.6K +527 +26%
RWM
565
Rench Wealth Management
Texas
$336K
VDI
566
Vaughan David Investments
Illinois
$335K +$99.2K +750 +42%
AA
567
Ancora Advisors
Ohio
$334K
CCM
568
Cohen Capital Management
California
$333K +$396 +3 +0.1%
MFG
569
Magnus Financial Group
New York
$333K +$529 +4 +0.2%
BCM
570
Becker Capital Management
Oregon
$331K +$132 +1 +0%
BPC
571
Bearing Point Capital
Minnesota
$330K
CNBOF
572
City National Bank of Florida
Florida
$330K
OSAM
573
O'Shaughnessy Asset Management
Connecticut
$329K -$15.7K -119 -5%
QCM
574
QRG Capital Management
Illinois
$324K -$225K -1,706 -41%
AP
575
Appleton Partners
Massachusetts
$323K