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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
CWC
651
Carolinas Wealth Consulting
North Carolina
$246K
Empower Advisory Group
652
Empower Advisory Group
Colorado
$245K
MA
653
MONECO Advisors
Connecticut
$244K
SWP
654
Summit Wealth Partners
Florida
$243K
RFS
655
Richardson Financial Services
Massachusetts
$242K
GWM
656
GSB Wealth Management
Connecticut
$242K
CFG
657
Citizens Financial Group
Rhode Island
$241K
MBT
658
Montecito Bank & Trust
California
$238K
SC
659
SouthState Corp
Florida
$238K
SFG
660
SNS Financial Group
Minnesota
$237K
RWA
661
River Wealth Advisors
Pennsylvania
$235K
AIA
662
Accelerate Investment Advisors
California
$234K
FM
663
Foster & Motley
Ohio
$234K
SW
664
SMART Wealth
Nebraska
$234K
FWMP
665
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$233K
RC
666
Rahlfs Capital
Texas
$233K
DWP
667
Daymark Wealth Partners
Ohio
$229K
GWS
668
Glassman Wealth Services
Virginia
$229K
MWP
669
Madison Wealth Partners
Wisconsin
$229K
OIA
670
OneDigital Investment Advisors
Kansas
$228K
OC
671
Oarsman Capital
Wisconsin
$228K
SCA
672
Snowden Capital Advisors
New York
$227K
PMFA
673
Plante Moran Financial Advisors
Michigan
$227K
GIA
674
GHP Investment Advisors
Colorado
$226K
VDI
675
Vaughan David Investments
Illinois
$225K