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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
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 %
MWM
601
Mission Wealth Management
California
$293K +$29.6K +235 +11%
PIMG
602
Patriot Investment Management Group
Tennessee
$291K
NB
603
NBT Bank
New York
$291K
PP
604
Postrock Partners
Oregon
$290K +$17.4K +138 +6%
CF
605
Corebridge Financial
Texas
$290K -$37.8K -300 -12%
TF
606
Theory Financial
Colorado
$289K
VCA
607
Verdence Capital Advisors
Maryland
$287K +$43.8K +348 +18%
KL
608
KilterHowling LLC
Colorado
$287K +$1.13K +9 +0.4%
OP
609
ORG Partners
Indiana
$286K -$43.5K -344 -13%
SCTC
610
Sanibel Captiva Trust Company
Florida
$286K
AFC
611
AFT Forsyth & Company
Florida
$286K +$252 +2 +0.1%
RFN
612
RDA Financial Network
Iowa
$285K
FB
613
Fulton Bank
Pennsylvania
$279K
AG
614
AlTi Global
New York
$278K +$378 +3 +0.1%
JWCA
615
J.W. Cole Advisors
Florida
$278K -$133K -1,058 -32%
CIA
616
Cape Investment Advisory
Georgia
$277K +$756 +6 +0.3%
S
617
SignatureFD
Georgia
$276K +$89.6K +711 +48%
ESB
618
Essex Savings Bank
Connecticut
$273K
AA
619
Aire Advisors
California
$272K +$504 +4 +0.2%
LWCFA
620
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$271K
LKWM
621
Lee-Kelleher Wealth Management
Maryland
$269K
HT
622
Headlands Technologies
Illinois
$268K -$7.31K -58 -3%
NFA
623
Northwest Financial Advisors
Virginia
$267K -$1.76K -14 -0.7%
CG
624
Caprock Group
Idaho
$266K +$266K +2,114 New
CAG
625
Crestwood Advisors Group
Massachusetts
$265K