IWS icon

iShares Russell Mid-Cap Value ETF

905 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, 321 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
905
Holders Change
-8
Holders Change %
-0.88%
% 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
321
Closed
54
Calls
$1.89M
Puts
Net Calls
+$1.89M
Net Calls Change
+$731K
Name Holding Trade Value Shares
Change
Shares
Change %
SDJVC
626
St. Denis J. Villere & Co
Louisiana
$269K -$92.2K -698 -26%
NCM
627
Next Capital Management
New York
$268K +$268K +2,030 New
MCA
628
Maryland Capital Advisors
Maryland
$268K
FT
629
Fiduciary Trust
Massachusetts
$265K +$265K +2,003 New
RDFA
630
Ritter Daniher Financial Advisory
Ohio
$263K
KFI
631
Key Financial Inc
Pennsylvania
$260K -$50.5K -382 -16%
IIL
632
Insight Inv LLC
California
$260K
FHB
633
First Hawaiian Bank
Hawaii
$259K
SIC
634
Sterling Investment Counsel
New York
$259K -$173K -1,309 -40%
SFG
635
Snider Financial Group
Washington
$258K -$67.8K -513 -21%
A
636
Argentarii
Ohio
$257K -$6.74K -51 -3%
MA
637
MONECO Advisors
Connecticut
$256K
MWA
638
Monograph Wealth Advisors
California
$255K +$255K +1,933 New
GWM
639
GSB Wealth Management
Connecticut
$255K +$925 +7 +0.4%
KWA
640
Kingswood Wealth Advisors
California
$253K +$253K +1,914 New
EPM
641
Elm Partners Management
Pennsylvania
$251K -$175K -1,326 -41%
VCA
642
Verdence Capital Advisors
Maryland
$249K -$52.4K -397 -17%
JSW
643
Journey Strategic Wealth
New Jersey
$249K +$249K +1,881 New
SFG
644
SNS Financial Group
Minnesota
$248K
LWANC
645
Laurel Wealth Advisors (North Carolina)
North Carolina
$248K +$246K +32,523 +13,114%
RWA
646
River Wealth Advisors
Pennsylvania
$247K
WP
647
WealthShield Partners
North Carolina
$247K -$17.4K -132 -7%
FM
648
Foster & Motley
Ohio
$245K
FWMP
649
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$245K
RC
650
Rahlfs Capital
Texas
$244K