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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 %
CWC
651
Carolinas Wealth Consulting
North Carolina
$246K +$79.7K +633 +48%
Empower Advisory Group
652
Empower Advisory Group
Colorado
$245K -$89.3K -709 -27%
MA
653
MONECO Advisors
Connecticut
$244K
SWP
654
Summit Wealth Partners
Florida
$243K -$11.3K -90 -4%
RFS
655
Richardson Financial Services
Massachusetts
$242K +$26.7K +212 +12%
GWM
656
GSB Wealth Management
Connecticut
$242K +$756 +6 +0.3%
CFG
657
Citizens Financial Group
Rhode Island
$241K +$630 +5 +0.3%
MBT
658
Montecito Bank & Trust
California
$238K
SC
659
SouthState Corp
Florida
$238K +$6.93K +55 +3%
SFG
660
SNS Financial Group
Minnesota
$237K
RWA
661
River Wealth Advisors
Pennsylvania
$235K
AIA
662
Accelerate Investment Advisors
California
$234K +$27.6K +219 +13%
FM
663
Foster & Motley
Ohio
$234K
SW
664
SMART Wealth
Nebraska
$234K +$14.9K +118 +7%
FWMP
665
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$233K -$37.8K -300 -14%
RC
666
Rahlfs Capital
Texas
$233K
DWP
667
Daymark Wealth Partners
Ohio
$229K -$10.2K -81 -4%
GWS
668
Glassman Wealth Services
Virginia
$229K +$2.9K +23 +1%
MWP
669
Madison Wealth Partners
Wisconsin
$229K -$378 -3 -0.2%
OIA
670
OneDigital Investment Advisors
Kansas
$228K -$145K -1,149 -39%
OC
671
Oarsman Capital
Wisconsin
$228K -$26.3K -209 -10%
SCA
672
Snowden Capital Advisors
New York
$227K -$113K -900 -33%
PMFA
673
Plante Moran Financial Advisors
Michigan
$227K -$6.05K -48 -3%
GIA
674
GHP Investment Advisors
Colorado
$226K -$11.2K -89 -5%
VDI
675
Vaughan David Investments
Illinois
$225K