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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
MWM
601
Mission Wealth Management
California
$293K
PIMG
602
Patriot Investment Management Group
Tennessee
$291K
NB
603
NBT Bank
New York
$291K
PP
604
Postrock Partners
Oregon
$290K
CF
605
Corebridge Financial
Texas
$290K
TF
606
Theory Financial
Colorado
$289K
VCA
607
Verdence Capital Advisors
Maryland
$287K
KL
608
KilterHowling LLC
Colorado
$287K
OP
609
ORG Partners
Indiana
$286K
SCTC
610
Sanibel Captiva Trust Company
Florida
$286K
AFC
611
AFT Forsyth & Company
Florida
$286K
RFN
612
RDA Financial Network
Iowa
$285K
FB
613
Fulton Bank
Pennsylvania
$279K
AG
614
AlTi Global
New York
$278K
JWCA
615
J.W. Cole Advisors
Florida
$278K
CIA
616
Cape Investment Advisory
Georgia
$277K
S
617
SignatureFD
Georgia
$276K
ESB
618
Essex Savings Bank
Connecticut
$273K
AA
619
Aire Advisors
California
$272K
LWCFA
620
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$271K
LKWM
621
Lee-Kelleher Wealth Management
Maryland
$269K
HT
622
Headlands Technologies
Illinois
$268K
NFA
623
Northwest Financial Advisors
Virginia
$267K
CG
624
Caprock Group
Idaho
$266K
CAG
625
Crestwood Advisors Group
Massachusetts
$265K