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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 %
NWM
651
Navigation Wealth Management
Colorado
$244K 1,845 +1,845 New
SMA
652
Sage Mountain Advisors
Georgia
$243K 1,842 +1,224 +198%
PMFA
653
Plante Moran Financial Advisors
Michigan
$243K 1,840 +41 +2%
DWP
654
Daymark Wealth Partners
Ohio
$242K 1,831 +10 +0.5%
SIAG
655
Safeguard Investment Advisory Group
California
$240K 1,814 +146 +9%
PD
656
Planning Directions
Pennsylvania
$239K 1,811 -623 -26%
OC
657
Oarsman Capital
Wisconsin
$239K 1,807
MWP
658
Madison Wealth Partners
Wisconsin
$238K 1,799 -19 -1%
MSAM
659
Moloney Securities Asset Management
Missouri
$237K 1,797 +17 +1%
GWS
660
Glassman Wealth Services
Virginia
$237K 1,797 -23 -1%
GIA
661
GHP Investment Advisors
Colorado
$237K 1,797
SC
662
SouthState Corp
Florida
$236K 1,785 -104 -6%
LIM
663
Lathrop Investment Management
Arkansas
$235K 1,781
EIA
664
Edgemoor Investment Advisors
Maryland
$234K 1,770
GCM
665
Gallacher Capital Management
Colorado
$232K 1,755
SCA
666
Snowden Capital Advisors
New York
$231K 1,749 -51 -3%
LFAS
667
Level Four Advisory Services
Texas
$230K 1,741 +4 +0.2%
SIC
668
Sigma Investment Counselors
Michigan
$228K 1,723
BW
669
BostonPremier Wealth
Massachusetts
$226K 1,711 +6 +0.4%
CWM
670
Calamos Wealth Management
Illinois
$225K 1,706 +1,706 New
NRI
671
NFP Retirement Inc
California
$224K 1,695 -14 -0.8%
AMM
672
American Money Management
California
$223K 1,690 -292 -15%
WMA
673
West Michigan Advisors
Michigan
$222K 1,682 -24 -1%
TSWM
674
Triangle Securities Wealth Management
North Carolina
$222K 1,679 -25 -1%
IWA
675
IBEX Wealth Advisors
New Jersey
$222K 1,678 +1,678 New