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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
RWM
576
Rench Wealth Management
Texas
$320K
BMCM
577
Bryn Mawr Capital Management
Pennsylvania
$319K
AA
578
Ancora Advisors
Ohio
$318K
SA
579
Sovran Advisors
California
$318K
CCC
580
Compass Capital Corp
Massachusetts
$317K
CCM
581
Cohen Capital Management
California
$317K
MFG
582
Magnus Financial Group
New York
$317K
JFGIW
583
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$316K
BCM
584
Becker Capital Management
Oregon
$315K
BPC
585
Bearing Point Capital
Minnesota
$315K
CNBOF
586
City National Bank of Florida
Florida
$315K
BI
587
Ballast Inc
Kentucky
$313K
FA
588
FDx Advisors
Illinois
$311K
SFG
589
Snider Financial Group
Washington
$311K
AL
590
Aspiriant LLC
California
$310K
KP
591
Keel Point
Alabama
$308K
AP
592
Appleton Partners
Massachusetts
$308K
MC
593
Moors & Cabot
Massachusetts
$308K
PD
594
Planning Directions
Pennsylvania
$307K
FLI
595
Family Legacy Inc
South Carolina
$306K
SWA
596
Strategies Wealth Advisors
Michigan
$305K
JIC
597
Joel Isaacson & Co
New York
$305K
EWM
598
Empirical Wealth Management
Washington
$304K
KFI
599
Key Financial Inc
Pennsylvania
$296K
PFG
600
Pacific Financial Group
Washington
$294K