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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
IRC
801
Investors Research Corp
Georgia
$40.9K
GWSG
802
GPS Wealth Strategies Group
Colorado
$38.2K
CWM
803
Copia Wealth Management
Oregon
$37.8K
KB
804
Kimelman & Baird
New York
$35.8K
HWM
805
Horizons Wealth Management
North Carolina
$35.1K
LFG
806
Larson Financial Group
Missouri
$34.3K
WAG
807
Windsor Advisory Group
Ohio
$34K
FGAM
808
Financial Gravity Asset Management
Texas
$33.5K
GEA
809
Glen Eagle Advisors
New Jersey
$33.2K
TIM
810
Tortoise Investment Management
New York
$33.1K
RFA
811
Register Financial Advisors
Georgia
$32K
CBT
812
Crews Bank & Trust
Florida
$31.9K
AT
813
Arlington Trust
Alabama
$31.9K
NWM
814
Nova Wealth Management
Florida
$31.7K
GWANC
815
Guardian Wealth Advisors (North Carolina)
North Carolina
$31.5K
AC
816
AlphaCore Capital
California
$31.5K
LWMI
817
Legacy Wealth Management (Idaho)
Idaho
$31.4K
LWANC
818
Laurel Wealth Advisors (North Carolina)
North Carolina
$31.2K
HFS
819
Hughes Financial Services
Virginia
$31.2K
CWM
820
CarsonAllaria Wealth Management
Illinois
$31.1K
CSB
821
City State Bank
Iowa
$30.2K
PP
822
PrairieView Partners
Minnesota
$30K
GWP
823
Gen-Wealth Partners
Michigan
$29.7K
RIL
824
Rothschild Investment LLC
Illinois
$28.3K
AWM
825
Abound Wealth Management
Tennessee
$28.1K