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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
PGAM
701
Princeton Global Asset Management
New Jersey
$209K
FWMM
702
Foundation Wealth Management (Missouri)
Missouri
$209K
CCMG
703
Clark Capital Management Group
Pennsylvania
$208K
BHBT
704
Burke & Herbert Bank & Trust
Virginia
$204K
CMP
705
Coston McIsaac & Partners
Maine
$204K
GC
706
Grimes & Company
Massachusetts
$202K
HBW
707
Hazlett, Burt & Watson
West Virginia
$202K
ABC
708
Associated Banc-Corp
Wisconsin
$202K
CWP
709
Cyndeo Wealth Partners
Florida
$201K
AWA
710
Arete Wealth Advisors
Illinois
$201K
CIA
711
Concurrent Investment Advisors
Florida
$200K
GGS
712
Galvin Gaustad & Stein
Arizona
$200K
VNIM
713
Vaughan Nelson Investment Management
Texas
$195K
RFG
714
REAP Financial Group
Texas
$185K
PWM
715
Parkworth Wealth Management
California
$184K
CTB
716
Country Trust Bank
Illinois
$180K
Lazard Asset Management
717
Lazard Asset Management
New York
$176K
VCM
718
Versant Capital Management
Arizona
$176K
BOJHT
719
Bank of Jackson Hole Trust
Wyoming
$173K
EI
720
eCIO Inc
Wisconsin
$172K
RWM
721
Rialto Wealth Management
New York
$169K
OC
722
Oakworth Capital
Alabama
$166K
AIM
723
Anchor Investment Management
South Carolina
$164K
BA
724
Bristlecone Advisors
Washington
$163K
FCAS
725
First Command Advisory Services
Texas
$159K