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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 %
PIP
826
Peachtree Investment Partners
Florida
$25.4K +$132 +1 +0.5%
CT
827
Clearstead Trust
Maine
$25.2K +$25.2K +191 New
TTIC
828
Tower Trust & Investment Company
Iowa
$25.1K
AW
829
Avion Wealth
Texas
$25K
OLVIG
830
Oliver Lagore Vanvalin Investment Group
Michigan
$24.3K +$24.3K +193 New
BFPW
831
BOK Financial Private Wealth
Colorado
$23.9K
RF
832
Roxbury Financial
New Jersey
$23.4K
MPWT
833
MassMutual Private Wealth & Trust
Connecticut
$23.3K -$4.23K -32 -15%
MA
834
Montag & Associates
Georgia
$23.3K
AWM
835
Abound Wealth Management
Tennessee
$22.8K -$6.6K -50 -22%
FGC
836
Financial Gravity Companies
Texas
$22.5K +$22.5K +170 New
AFG
837
Albion Financial Group
Utah
$21.4K
HC
838
Hara Capital
Washington
$19.6K
SIC
839
Salem Investment Counselors
North Carolina
$19K
WCM
840
Winthrop Capital Management
Indiana
$18K
IF
841
Integrity Financial
Wyoming
$17.8K
FMB
842
Field & Main Bank
Kentucky
$17.7K -$2.11K -16 -11%
MAS
843
MPWM Advisory Solutions
Georgia
$17K
HWP
844
Highline Wealth Partners
California
$16.9K +$132 +1 +0.8%
OWP
845
ORG Wealth Partners
Texas
$16.3K
POIA
846
Pin Oak Investment Advisors
Texas
$16K -$20.6K -165 -56%
HFS
847
Hantz Financial Services
Michigan
$16K -$5.06K -37 -24%
MLA
848
MB, Levis & Associates
Pennsylvania
$15.7K
FDW
849
Fourth Dimension Wealth
Ohio
$15.7K
CFFP
850
Center for Financial Planning
Michigan
$15.3K -$2.25K -17 -13%