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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
ACA
826
American Capital Advisory
Idaho
$27.7K
TCA
827
Trifecta Capital Advisors
Illinois
$27.7K
CAWM
828
Capital A Wealth Management
Pennsylvania
$27.6K
BONH
829
Bank of New Hampshire
New Hampshire
$27K
MPWT
830
MassMutual Private Wealth & Trust
Connecticut
$26.2K
FNWM
831
Financial Network Wealth Management
Utah
$26K
BWL
832
Bogart Wealth LLC
Virginia
$25.6K
HC
833
Hoese & Co
Minnesota
$25.6K
BAM
834
Bellevue Asset Management
Washington
$25.2K
MFC
835
Mechanics Financial Corp
Ohio
$24.8K
RA
836
Rise Advisors
New York
$24.4K
PIP
837
Peachtree Investment Partners
Florida
$24.1K
AW
838
Avion Wealth
Texas
$24K
TTIC
839
Tower Trust & Investment Company
Iowa
$23.3K
RF
840
Roxbury Financial
New Jersey
$23.2K
CAL
841
Capital Advisors Ltd
Ohio
$23K
BFPW
842
BOK Financial Private Wealth
Colorado
$22.8K
MA
843
Montag & Associates
Georgia
$22.2K
FG
844
Fairman Group
Pennsylvania
$21.1K
AFG
845
Albion Financial Group
Utah
$20.4K
SS
846
Sunbelt Securities
Texas
$19.9K
HFS
847
Hantz Financial Services
Michigan
$19K
FMB
848
Field & Main Bank
Kentucky
$18.9K
HC
849
Hara Capital
Washington
$18.6K
SIC
850
Salem Investment Counselors
North Carolina
$18.1K