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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
ATC
626
Argent Trust Co
Tennessee
$265K
PFM
627
Peak Financial Management
Massachusetts
$265K
NL
628
NWAM LLC
Washington
$264K
GS
629
GTS Securities
New York
$263K
DFG
630
Delta Financial Group
New Jersey
$261K
LFS
631
Legacy Financial Strategies
Kansas
$261K
USB
632
Union Savings Bank
Connecticut
$259K
SW
633
SkyOak Wealth
Michigan
$259K
RA
634
Ruggaard & Associates
Ohio
$259K
AWG
635
Altus Wealth Group
Colorado
$258K
D
636
Dentgroup
Louisiana
$257K
MWM
637
Modern Wealth Management
Kansas
$256K
RWMH
638
Riverpoint Wealth Management Holdings
Illinois
$256K
MCA
639
Maryland Capital Advisors
Maryland
$255K
RIA
640
Regal Investment Advisors
Michigan
$255K
RBFC
641
Roman Butler Fullerton & Co
Missouri
$255K
DWT
642
Dorsey & Whitney Trust
South Dakota
$253K
WP
643
WealthShield Partners
North Carolina
$252K
MAM
644
Marotta Asset Management
Virginia
$252K
A
645
Argentarii
Ohio
$251K
RDFA
646
Ritter Daniher Financial Advisory
Ohio
$250K
AMM
647
American Money Management
California
$250K
IIC
648
Ironwood Investment Counsel
Arizona
$249K
IIL
649
Insight Inv LLC
California
$248K
FHB
650
First Hawaiian Bank
Hawaii
$247K