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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
12.15%
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 %
SA
576
Sovran Advisors
California
$322K -$38.5K -287 -11%
MIC
577
Means Investment Company
Maine
$321K -$43K -325 -12%
CFG
578
Citizens Financial Group
Rhode Island
$320K +$67.1K +508 +27%
SWA
579
Strategies Wealth Advisors
Michigan
$320K
FLI
580
Family Legacy Inc
South Carolina
$318K -$2.91K -22 -0.9%
SCTC
581
Sanibel Captiva Trust Company
Florida
$316K +$16.1K +122 +5%
OP
582
ORG Partners
Indiana
$313K +$8.58K +64 +3%
SW
583
SMART Wealth
Nebraska
$312K +$66.9K +506 +27%
JIC
584
Joel Isaacson & Co
New York
$310K -$9.91K -75 -3%
TF
585
Theory Financial
Colorado
$309K
UAG
586
United Advisor Group
Ohio
$308K +$308K +2,331 New
PFG
587
Pacific Financial Group
Washington
$308K -$396 -3 -0.1%
PIMG
588
Patriot Investment Management Group
Tennessee
$305K
NB
589
NBT Bank
New York
$305K
MWM
590
Mission Wealth Management
California
$305K -$2.51K -19 -0.8%
PP
591
Postrock Partners
Oregon
$305K
FA
592
FDx Advisors
Illinois
$304K -$22.4K -169 -7%
SWA
593
Stratos Wealth Advisors
Ohio
$303K -$38.1K -288 -11%
KL
594
KilterHowling LLC
Colorado
$302K +$1.06K +8 +0.4%
PCA
595
Providence Capital Advisors
North Carolina
$301K +$301K +2,281 New
D.E. Shaw & Co
596
D.E. Shaw & Co
New York
$301K +$301K +2,278 New
BWM
597
BCGM Wealth Management
Indiana
$300K -$38.8K -294 -11%
RFN
598
RDA Financial Network
Iowa
$299K
LWCFA
599
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$299K
BTI
600
Blue Trust Inc
Georgia
$298K +$157K +1,185 +111%