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iShares Russell Mid-Cap Value ETF

904 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, 320 reducing their positions, and 53 closing their positions.

Holders
904
Holders Change
-9
Holders Change %
-0.99%
% of All Funds
12.13%
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
320
Closed
53
Calls
$277K
Puts
Net Calls
+$277K
Net Calls Change
-$882K
Name Market Value Shares Shares
Change
Shares
Change %
SDJVC
626
St. Denis J. Villere & Co
Louisiana
$269K 2,033 -698 -26%
NCM
627
Next Capital Management
New York
$268K 2,030 +2,030 New
MCA
628
Maryland Capital Advisors
Maryland
$268K 2,028
FT
629
Fiduciary Trust
Massachusetts
$265K 2,003 +2,003 New
RDFA
630
Ritter Daniher Financial Advisory
Ohio
$263K 1,988
KFI
631
Key Financial Inc
Pennsylvania
$260K 1,970 -382 -16%
IIL
632
Insight Inv LLC
California
$260K 1,970
FHB
633
First Hawaiian Bank
Hawaii
$259K 1,962
SIC
634
Sterling Investment Counsel
New York
$259K 1,960 -1,309 -40%
SFG
635
Snider Financial Group
Washington
$258K 1,952 -513 -21%
A
636
Argentarii
Ohio
$257K 1,945 -51 -3%
MA
637
MONECO Advisors
Connecticut
$256K 1,937
MWA
638
Monograph Wealth Advisors
California
$255K 1,933 +1,933 New
GWM
639
GSB Wealth Management
Connecticut
$255K 1,927 +7 +0.4%
KWA
640
Kingswood Wealth Advisors
California
$253K 1,914 +1,914 New
EPM
641
Elm Partners Management
Pennsylvania
$251K 1,903 -1,326 -41%
VCA
642
Verdence Capital Advisors
Maryland
$249K 1,885 -397 -17%
JSW
643
Journey Strategic Wealth
New Jersey
$249K 1,881 +1,881 New
SFG
644
SNS Financial Group
Minnesota
$248K 1,878
LWANC
645
Laurel Wealth Advisors (North Carolina)
North Carolina
$248K 32,771 +32,523 +13,114%
RWA
646
River Wealth Advisors
Pennsylvania
$247K 1,869
WP
647
WealthShield Partners
North Carolina
$247K 1,868 -132 -7%
FM
648
Foster & Motley
Ohio
$245K 1,856
FWMP
649
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$245K 1,853
RC
650
Rahlfs Capital
Texas
$244K 1,850