IWS icon

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
Wellington Management Group
51
Wellington Management Group
Massachusetts
$22.1M
M&T Bank
52
M&T Bank
New York
$22.1M
TSW
53
Thompson Siegel & Walmsley
Virginia
$21.7M
MGIA
54
Moneta Group Investment Advisors
Missouri
$21.4M
RFA
55
RTD Financial Advisors
Pennsylvania
$21.3M
Osaic Holdings
56
Osaic Holdings
Arizona
$21.1M
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$21.1M
RA
58
Rodgers & Associates
Pennsylvania
$21.1M
Focus Partners Wealth
59
Focus Partners Wealth
Massachusetts
$21M
BPWM
60
Badgley Phelps Wealth Managers
Washington
$20.6M
AMG
61
Asset Management Group
Connecticut
$19M
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$18.7M
BCIM
63
Bishop & Co Investment Management
Pennsylvania
$17.6M
Goldman Sachs
64
Goldman Sachs
New York
$16.8M
Stifel Financial
65
Stifel Financial
Missouri
$16.6M
FCAM
66
First Citizens Asset Management
North Carolina
$16.5M
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$16.4M
ACA
68
Anchor Capital Advisors
Massachusetts
$16.4M
BA
69
Bellwether Advisors
Nebraska
$16.1M
LFWA
70
LBJ Family Wealth Advisors
Texas
$15.9M
SPIA
71
Steward Partners Investment Advisory
New York
$15M
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$14.8M
FWM
73
FSA Wealth Management
Massachusetts
$14.4M
HSBC Holdings
74
HSBC Holdings
United Kingdom
$14.3M
Creative Planning
75
Creative Planning
Kansas
$13.9M