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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 %
ATC
626
Argent Trust Co
Tennessee
$265K
PFM
627
Peak Financial Management
Massachusetts
$265K
NL
628
NWAM LLC
Washington
$264K -$20.2K -160 -7%
GS
629
GTS Securities
New York
$263K +$263K +2,091 New
DFG
630
Delta Financial Group
New Jersey
$261K +$512 +4 +0.2%
LFS
631
Legacy Financial Strategies
Kansas
$261K
USB
632
Union Savings Bank
Connecticut
$259K
SW
633
SkyOak Wealth
Michigan
$259K -$630 -5 -0.2%
RA
634
Ruggaard & Associates
Ohio
$259K
AWG
635
Altus Wealth Group
Colorado
$258K -$18.8K -149 -7%
D
636
Dentgroup
Louisiana
$257K -$252 -2 -0.1%
MWM
637
Modern Wealth Management
Kansas
$256K -$630 -5 -0.2%
RWMH
638
Riverpoint Wealth Management Holdings
Illinois
$256K
MCA
639
Maryland Capital Advisors
Maryland
$255K
RIA
640
Regal Investment Advisors
Michigan
$255K -$23.6K -187 -8%
RBFC
641
Roman Butler Fullerton & Co
Missouri
$255K +$355 +3 +0.1%
DWT
642
Dorsey & Whitney Trust
South Dakota
$253K -$85.3K -677 -25%
WP
643
WealthShield Partners
North Carolina
$252K
MAM
644
Marotta Asset Management
Virginia
$252K +$37.7K +285 +18%
A
645
Argentarii
Ohio
$251K +$251K +1,996 New
RDFA
646
Ritter Daniher Financial Advisory
Ohio
$250K
AMM
647
American Money Management
California
$250K -$5.54K -44 -2%
IIC
648
Ironwood Investment Counsel
Arizona
$249K
IIL
649
Insight Inv LLC
California
$248K
FHB
650
First Hawaiian Bank
Hawaii
$247K