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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
CF
726
Centaurus Financial
California
$157K
GI
727
GAMMA Investing
California
$156K
LRWM
728
Lord & Richards Wealth Management
Colorado
$152K
SWA
729
SOA Wealth Advisors
New York
$149K
TAM
730
Townsend Asset Management
North Carolina
$147K
DJSG
731
D.J. St. Germain
Massachusetts
$145K
TCOV
732
Trust Company of Vermont
Vermont
$140K
KHC
733
Koesten Hirschmann & Crabtree
Kansas
$140K
KIM
734
Kestra Investment Management
Texas
$140K
PWMG
735
Prestige Wealth Management Group
New Jersey
$138K
BTI
736
Blue Trust Inc
Georgia
$134K
PA
737
Pineridge Advisors
Missouri
$131K
HNW
738
High Note Wealth
Minnesota
$131K
EWP
739
Elevation Wealth Partners
California
$126K
Russell Investments Group
740
Russell Investments Group
United Kingdom
$123K
RIA
741
Realta Investment Advisors
Delaware
$121K
DSC
742
Duncker Streett & Co
Missouri
$121K
MCA
743
Midwest Capital Advisors
Michigan
$114K
CCM
744
Cutler Capital Management
Massachusetts
$112K
OHWP
745
Oak Harbor Wealth Partners
North Carolina
$109K
ST
746
Smithfield Trust
Pennsylvania
$106K
GTAM
747
Global Trust Asset Management
Florida
$105K
OW
748
Olistico Wealth
Oklahoma
$104K
HPIA
749
Hamilton Point Investment Advisors
North Carolina
$103K
PK
750
Pflug Koory
Nebraska
$102K