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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 %
ACA
826
American Capital Advisory
Idaho
$27.7K 220
TCA
827
Trifecta Capital Advisors
Illinois
$27.7K 220 +220 New
CAWM
828
Capital A Wealth Management
Pennsylvania
$27.6K 219 -30 -12%
BONH
829
Bank of New Hampshire
New Hampshire
$27K 214
MPWT
830
MassMutual Private Wealth & Trust
Connecticut
$26.2K 208 -111 -35%
FNWM
831
Financial Network Wealth Management
Utah
$26K 211 +211 New
BWL
832
Bogart Wealth LLC
Virginia
$25.6K 203
HC
833
Hoese & Co
Minnesota
$25.6K 203
BAM
834
Bellevue Asset Management
Washington
$25.2K 200 -192 -49%
MFC
835
Mechanics Financial Corp
Ohio
$24.8K 197
RA
836
Rise Advisors
New York
$24.4K 194 +1 +0.5%
PIP
837
Peachtree Investment Partners
Florida
$24.1K 191 +191 New
AW
838
Avion Wealth
Texas
$24K 192
TTIC
839
Tower Trust & Investment Company
Iowa
$23.3K 190 +190 New
RF
840
Roxbury Financial
New Jersey
$23.2K 177
CAL
841
Capital Advisors Ltd
Ohio
$23K 185 -75 -29%
BFPW
842
BOK Financial Private Wealth
Colorado
$22.8K 181
MA
843
Montag & Associates
Georgia
$22.2K 176
FG
844
Fairman Group
Pennsylvania
$21.1K 164 +1 +0.6%
AFG
845
Albion Financial Group
Utah
$20.4K 162 -69 -30%
SS
846
Sunbelt Securities
Texas
$19.9K 158 -742 -82%
HFS
847
Hantz Financial Services
Michigan
$19K 154 -22 -13%
FMB
848
Field & Main Bank
Kentucky
$18.9K 150
HC
849
Hara Capital
Washington
$18.6K 148 -148 -50%
SIC
850
Salem Investment Counselors
North Carolina
$18.1K 144