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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
FAM
776
Flaharty Asset Management
Florida
$70K
UCB
777
United Community Bank
South Carolina
$68.2K
CIAS
778
Capital Investment Advisory Services
North Carolina
$66.4K
AIC
779
Archer Investment Corporation
Indiana
$66K
AG
780
AmeriFlex Group
Nevada
$65.6K
RTC
781
Riverview Trust Company
Washington
$65.5K
OIA
782
Optimum Investment Advisors
Illinois
$65K
BLC
783
Brown, Lisle/Cummings
Rhode Island
$65K
FCG
784
Financial Connections Group
California
$65K
ME
785
McIlrath & Eck
Washington
$64.6K
RFA
786
Reyes Financial Architecture
California
$62.5K
NSIM
787
North Star Investment Management
Illinois
$62.2K
BSB
788
Bangor Savings Bank
Maine
$58.7K
OA
789
Operose Advisors
Wisconsin
$58.6K
CTA
790
Colonial Trust Advisors
South Carolina
$56.7K
AIP
791
Ameritas Investment Partners
Nebraska
$52.9K
PWMG
792
Private Wealth Management Group
New Jersey
$52.3K
BFO
793
Biltmore Family Office
North Carolina
$49.9K
CAM
794
Creekmur Asset Management
Illinois
$49.9K
MFA
795
McClarren Financial Advisors
Pennsylvania
$49K
HPC
796
HM Payson & Co
Maine
$47.2K
ITIM
797
Indiana Trust & Investment Management
Indiana
$44.1K
DWM
798
Darwin Wealth Management
Florida
$43.3K
WW
799
Winnow Wealth
Texas
$42.8K
JFA
800
JNBA Financial Advisors
Minnesota
$42.7K