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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
SDJVC
551
St. Denis J. Villere & Co
Louisiana
$344K
AHC
552
Anderson Hoagland & Co
Missouri
$343K
PCA
553
Prosperity Capital Advisors
Ohio
$341K
BFA
554
Beacon Financial Advisory
Ohio
$340K
DRP
555
Decker Retirement Planning
Utah
$340K
FFC
556
First Financial Corp
Indiana
$338K
T
557
Transce3nd
Texas
$337K
TA
558
TFG Advisers
Michigan
$337K
VFPW
559
Vantage Financial Partners (Wisconsin)
Wisconsin
$336K
NB
560
Nicolet Bankshares
Wisconsin
$333K
NAM
561
NTV Asset Management
West Virginia
$331K
BCM
562
BTC Capital Management
Iowa
$330K
NF
563
Nvest Financial
New Hampshire
$329K
OSAM
564
O'Shaughnessy Asset Management
Connecticut
$329K
MOS
565
MGO One Seven
Ohio
$327K
IA
566
IFG Advisory
Georgia
$326K
APW
567
Acima Private Wealth
Virginia
$326K
SWA
568
Stratos Wealth Advisors
Ohio
$325K
BIG
569
Builder Investment Group
Georgia
$324K
DIA
570
Dana Investment Advisors
Wisconsin
$324K
ONB
571
Old National Bancorp
Indiana
$324K
BWM
572
BCGM Wealth Management
Indiana
$323K
FTWA
573
Fifth Third Wealth Advisors
Ohio
$323K
LAS
574
Lloyd Advisory Services
Georgia
$321K
WS
575
Wedbush Securities
California
$321K