IWS icon

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
WCM
851
Winthrop Capital Management
Indiana
$18K
IF
852
Integrity Financial
Wyoming
$17K
CFFP
853
Center for Financial Planning
Michigan
$16.8K
MAS
854
MPWM Advisory Solutions
Georgia
$16.3K
HWP
855
Highline Wealth Partners
California
$16K
SAM
856
Smartleaf Asset Management
Massachusetts
$16K
POIA
857
Pin Oak Investment Advisors
Texas
$16K
OWP
858
ORG Wealth Partners
Texas
$15.3K
BIG
859
Brooklyn Investment Group
New York
$15.1K
MPCG
860
Matrix Private Capital Group
New York
$15.1K
MLA
861
MB, Levis & Associates
Pennsylvania
$15K
FDW
862
Fourth Dimension Wealth
Ohio
$15K
HHGA
863
Halbert Hargrove Global Advisors
California
$14.2K
CFO
864
CVA Family Office
Colorado
$14K
MG
865
MilWealth Group
Wisconsin
$13.9K
FRA
866
Front Row Advisors
California
$13.7K
EWM
867
Evermay Wealth Management
Virginia
$13.5K
PP
868
Pacifica Partners
Canada
$12.4K
WIM
869
Westside Investment Management
California
$12.1K
BFP
870
Briaud Financial Planning
Texas
$12K
AWM
871
Activest Wealth Management
Florida
$11.9K
ANBT
872
American National Bank & Trust
Texas
$11.8K
PP
873
Pingora Partners
Wyoming
$11.3K
M
874
MOTCO
Texas
$11K
BL
875
BFSG LLC
California
$10.1K