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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
TFGT
676
TS Financial Group (TSFG)
Illinois
$225K
WGCA
677
Wolf Group Capital Advisors
Virginia
$225K
MSAM
678
Moloney Securities Asset Management
Missouri
$224K
LIM
679
Lathrop Investment Management
Arkansas
$224K
RFA
680
Resurgent Financial Advisors
Georgia
$224K
EIA
681
Edgemoor Investment Advisors
Maryland
$223K
GCM
682
Gallacher Capital Management
Colorado
$221K
LFAS
683
Level Four Advisory Services
Texas
$219K
TFA
684
TPG Financial Advisors
Oregon
$219K
FWM
685
FLP Wealth Management
Arkansas
$218K
PWMAG
686
Pinnacle Wealth Management Advisory Group
New Jersey
$218K
SIC
687
Sigma Investment Counselors
Michigan
$217K
IBOK
688
Independence Bank of Kentucky
Kentucky
$217K
NRI
689
NFP Retirement Inc
California
$215K
WMA
690
West Michigan Advisors
Michigan
$215K
BW
691
BostonPremier Wealth
Massachusetts
$215K
TSWM
692
Triangle Securities Wealth Management
North Carolina
$215K
DAS
693
Dynamic Advisor Solutions
Arizona
$214K
LA
694
Legacy Advisors
Pennsylvania
$212K
MFG
695
MidWestOne Financial Group
Iowa
$210K
SIAG
696
Safeguard Investment Advisory Group
California
$210K
HTC
697
Haverford Trust Company
Pennsylvania
$210K
UIM
698
Unified Investment Management
Georgia
$210K
SFC
699
SYM Financial Corp
Indiana
$210K
Fiera Capital (Canada)
700
Fiera Capital (Canada)
Quebec, Canada
$209K