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iShares Russell Mid-Cap Value ETF

905 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 280 increasing their positions, 321 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
905
Holders Change
-8
Holders Change %
-0.88%
% of All Funds
12.13%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.39%
New
63
Increased
280
Reduced
321
Closed
54
Calls
$1.89M
Puts
Net Calls
+$1.89M
Net Calls Change
+$731K
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
751
Cardiff Park Advisors
California
$88.7K +$396 +3 +0.4%
S
752
SignatureFD
Georgia
$88.5K -$201K -1,523 -69%
EB
753
Eastern Bank
Massachusetts
$87.2K
CIAS
754
Capital Investment Advisory Services
North Carolina
$87.1K +$17.4K +132 +25%
GA
755
GoalVest Advisory
New York
$86.9K +$86.9K +658 New
GTAM
756
Global Trust Asset Management
Florida
$84.1K -$26.4K -200 -24%
GSWM
757
Golden State Wealth Management
California
$82.5K
RI
758
Ridgewood Investments
New Jersey
$80.9K
ADL
759
Asset Dedication LLC
California
$80.7K
RF
760
Rossby Financial
Florida
$80.7K +$3.96K +30 +5%
PWM
761
Provident Wealth Management
Tennessee
$78.8K
BGIM
762
Brandywine Global Investment Management
Pennsylvania
$77.8K -$3.44K -26 -4%
BBPWM
763
Blue Bell Private Wealth Management
Pennsylvania
$73.5K
FAM
764
Flaharty Asset Management
Florida
$73.5K
UCB
765
United Community Bank
South Carolina
$71.5K
AIC
766
Archer Investment Corporation
Indiana
$69.2K
RTC
767
Riverview Trust Company
Washington
$68.7K
AG
768
AmeriFlex Group
Nevada
$68.6K +$262 +2 +0.4%
BLC
769
Brown, Lisle/Cummings
Rhode Island
$68.2K
OIA
770
Optimum Investment Advisors
Illinois
$68.2K
FCG
771
Financial Connections Group
California
$68K
ME
772
McIlrath & Eck
Washington
$67.8K
NSIM
773
North Star Investment Management
Illinois
$65.3K
HWA
774
HHM Wealth Advisors
Tennessee
$65.1K +$54.8K +415 +532%
BCMLT
775
Beacon Capital Management LLC (Tennessee)
Tennessee
$65K -$8.71K -66 -12%