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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.

Holders
913
Holders Change
-24
Holders Change %
-2.56%
% of All Funds
12.4%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.41%
New
58
Increased
251
Reduced
347
Closed
59
Calls
$1.16M
Puts
Net Calls
+$1.16M
Net Calls Change
-$652K
Name Market Value Shares Shares
Change
Shares
Change %
CF
726
Centaurus Financial
California
$157K 1,250
GI
727
GAMMA Investing
California
$156K 1,237
LRWM
728
Lord & Richards Wealth Management
Colorado
$152K 1,205 -1,488 -55%
SWA
729
SOA Wealth Advisors
New York
$149K 1,184 +5 +0.4%
TAM
730
Townsend Asset Management
North Carolina
$147K 1,168 +4 +0.3%
DJSG
731
D.J. St. Germain
Massachusetts
$145K 1,149
TCOV
732
Trust Company of Vermont
Vermont
$140K 1,114
KHC
733
Koesten Hirschmann & Crabtree
Kansas
$140K 1,108
KIM
734
Kestra Investment Management
Texas
$140K 1,108 +1,108 New
PWMG
735
Prestige Wealth Management Group
New Jersey
$138K 1,093
BTI
736
Blue Trust Inc
Georgia
$134K 1,067 -567 -35%
PA
737
Pineridge Advisors
Missouri
$131K 1,039 -5 -0.5%
HNW
738
High Note Wealth
Minnesota
$131K 1,037
EWP
739
Elevation Wealth Partners
California
$126K 999 -69 -6%
Russell Investments Group
740
Russell Investments Group
United Kingdom
$123K 978 +476 +95%
RIA
741
Realta Investment Advisors
Delaware
$121K 961 +163 +20%
DSC
742
Duncker Streett & Co
Missouri
$121K 961
MCA
743
Midwest Capital Advisors
Michigan
$114K 905
CCM
744
Cutler Capital Management
Massachusetts
$112K 886
OHWP
745
Oak Harbor Wealth Partners
North Carolina
$109K 862
ST
746
Smithfield Trust
Pennsylvania
$106K 831 -188 -18%
GTAM
747
Global Trust Asset Management
Florida
$105K 836 -5,685 -87%
OW
748
Olistico Wealth
Oklahoma
$104K 823 -21 -2%
HPIA
749
Hamilton Point Investment Advisors
North Carolina
$103K 814
PK
750
Pflug Koory
Nebraska
$102K 808