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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
CFD
751
Creative Financial Designs
Indiana
$98.9K
BFS
752
Bare Financial Services
Pennsylvania
$98.8K
AAG
753
Armstrong Advisory Group
Massachusetts
$97.1K
HIW
754
Holos Integrated Wealth
Pennsylvania
$96.6K
GM
755
GeoWealth Management
Illinois
$96.4K
WTA
756
Washington Trust Advisors
Massachusetts
$92.9K
TC
757
Trust Company
Kansas
$90.3K
SC
758
Steph & Co
Wisconsin
$85.5K
NRC
759
New Republic Capital
North Carolina
$85.5K
CPA
760
Cardiff Park Advisors
California
$84.3K
EB
761
Eastern Bank
Massachusetts
$83.1K
SIS
762
Sound Income Strategies
Florida
$82.4K
GSWM
763
Golden State Wealth Management
California
$78.6K
SFG
764
Stonebridge Financial Group
Pennsylvania
$78.5K
SMA
765
Sage Mountain Advisors
Georgia
$77.8K
BGIM
766
Brandywine Global Investment Management
Pennsylvania
$77.5K
RI
767
Ridgewood Investments
New Jersey
$77.1K
ADL
768
Asset Dedication LLC
California
$77K
EWM
769
EPG Wealth Management
Georgia
$75.5K
PWM
770
Provident Wealth Management
Tennessee
$75.1K
SIM
771
Synergy Investment Management
Florida
$73.9K
FFA
772
Founders Financial Alliance
North Carolina
$72K
RF
773
Rossby Financial
Florida
$70.8K
BCMLT
774
Beacon Capital Management LLC (Tennessee)
Tennessee
$70.3K
BBPWM
775
Blue Bell Private Wealth Management
Pennsylvania
$70K