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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 %
CFD
751
Creative Financial Designs
Indiana
$98.9K 785
BFS
752
Bare Financial Services
Pennsylvania
$98.8K 784
AAG
753
Armstrong Advisory Group
Massachusetts
$97.1K 751
HIW
754
Holos Integrated Wealth
Pennsylvania
$96.6K 767
GM
755
GeoWealth Management
Illinois
$96.4K 765 -10,361 -93%
WTA
756
Washington Trust Advisors
Massachusetts
$92.9K 737 +25 +4%
TC
757
Trust Company
Kansas
$90.3K 717
SC
758
Steph & Co
Wisconsin
$85.5K 679
NRC
759
New Republic Capital
North Carolina
$85.5K 679 +484 +248%
CPA
760
Cardiff Park Advisors
California
$84.3K 669 +2 +0.3%
EB
761
Eastern Bank
Massachusetts
$83.1K 660
SIS
762
Sound Income Strategies
Florida
$82.4K 654 -31 -5%
GSWM
763
Golden State Wealth Management
California
$78.6K 624 -30 -5%
SFG
764
Stonebridge Financial Group
Pennsylvania
$78.5K 623 -76 -11%
SMA
765
Sage Mountain Advisors
Georgia
$77.8K 618
BGIM
766
Brandywine Global Investment Management
Pennsylvania
$77.5K 615 +347 +129%
RI
767
Ridgewood Investments
New Jersey
$77.1K 612
ADL
768
Asset Dedication LLC
California
$77K 611
EWM
769
EPG Wealth Management
Georgia
$75.5K 599 -2 -0.3%
PWM
770
Provident Wealth Management
Tennessee
$75.1K 596
SIM
771
Synergy Investment Management
Florida
$73.9K 587 -353 -38%
FFA
772
Founders Financial Alliance
North Carolina
$72K 572 +2 +0.4%
RF
773
Rossby Financial
Florida
$70.8K 581 -2,251 -79%
BCMLT
774
Beacon Capital Management LLC (Tennessee)
Tennessee
$70.3K 558 -31 -5%
BBPWM
775
Blue Bell Private Wealth Management
Pennsylvania
$70K 556