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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 %
TC
601
TownSquare Capital
Utah
$296K -$2.19M -16,577 -88%
MC
602
Moors & Cabot
Massachusetts
$295K -$28.3K -214 -9%
VCP
603
Vista Capital Partners
Oregon
$293K +$293K +2,214 New
AA
604
Aire Advisors
California
$289K +$2.91K +22 +1%
ATC
605
Argent Trust Co
Tennessee
$288K +$10.4K +79 +4%
ESB
606
Essex Savings Bank
Connecticut
$287K
HI
607
Harbour Investments
Wisconsin
$285K -$99.2K -751 -26%
SAI
608
Savvy Advisors Inc
New York
$284K -$397K -3,006 -58%
LKWM
609
Lee-Kelleher Wealth Management
Maryland
$282K
CAG
610
Crestwood Advisors Group
Massachusetts
$278K
PFM
611
Peak Financial Management
Massachusetts
$277K
AG
612
AlTi Global
New York
$277K -$14.7K -111 -5%
USB
613
Union Savings Bank
Connecticut
$277K
CIA
614
Cape Investment Advisory
Georgia
$277K -$12.9K -98 -4%
FAIM
615
Financial Advocates Investment Management
Washington
$276K -$108K -818 -28%
LFS
616
Legacy Financial Strategies
Kansas
$274K
RIA
617
Regal Investment Advisors
Michigan
$273K +$5.55K +42 +2%
AFC
618
AFT Forsyth & Company
Florida
$272K -$27.1K -205 -9%
FA
619
FSA Advisors
Michigan
$272K +$272K +2,058 New
SW
620
SkyOak Wealth
Michigan
$272K
RA
621
Ruggaard & Associates
Ohio
$272K
NFA
622
Northwest Financial Advisors
Virginia
$271K -$8.85K -67 -3%
AWG
623
Altus Wealth Group
Colorado
$271K
CCC
624
Compass Capital Corp
Massachusetts
$269K -$99K -742 -27%
RWMH
625
Riverpoint Wealth Management Holdings
Illinois
$269K