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
Holders
913
Holders Change
-24
Holders Change %
-2.56%
% of All Funds
12.4%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.41%
New
58
Increased
251
Reduced
347
Closed
59
Calls
$1.16M
Puts
Net Calls
+$1.16M
Net Calls Change
-$652K
Name Holding Trade Value Shares
Change
Shares
Change %
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 +$12.1K +102 +4%
CCC
580
Compass Capital Corp
Massachusetts
$317K +$29K +252 +10%
CCM
581
Cohen Capital Management
California
$317K -$27K -214 -8%
MFG
582
Magnus Financial Group
New York
$317K -$12.1K -96 -4%
JFGIW
583
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$316K -$37.3K -296 -11%
BCM
584
Becker Capital Management
Oregon
$315K -$11.8K -94 -4%
BPC
585
Bearing Point Capital
Minnesota
$315K
CNBOF
586
City National Bank of Florida
Florida
$315K +$315K +2,500 New
BI
587
Ballast Inc
Kentucky
$313K
FA
588
FDx Advisors
Illinois
$311K -$12.1K -96 -4%
SFG
589
Snider Financial Group
Washington
$311K -$7.94K -63 -2%
AL
590
Aspiriant LLC
California
$310K
KP
591
Keel Point
Alabama
$308K +$6.3K +50 +2%
AP
592
Appleton Partners
Massachusetts
$308K
MC
593
Moors & Cabot
Massachusetts
$308K -$34.6K -275 -10%
PD
594
Planning Directions
Pennsylvania
$307K +$307K +2,434 New
FLI
595
Family Legacy Inc
South Carolina
$306K -$2.77K -22 -0.9%
SWA
596
Strategies Wealth Advisors
Michigan
$305K +$305K +2,420 New
JIC
597
Joel Isaacson & Co
New York
$305K +$126 +1 +0%
EWM
598
Empirical Wealth Management
Washington
$304K +$304K +2,416 New
KFI
599
Key Financial Inc
Pennsylvania
$296K
PFG
600
Pacific Financial Group
Washington
$294K