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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 %
WCM
851
Winthrop Capital Management
Indiana
$18K 139
IF
852
Integrity Financial
Wyoming
$17K 135 +135 New
CFFP
853
Center for Financial Planning
Michigan
$16.8K 133 +17 +15%
MAS
854
MPWM Advisory Solutions
Georgia
$16.3K 129
HWP
855
Highline Wealth Partners
California
$16K 127
SAM
856
Smartleaf Asset Management
Massachusetts
$16K 128 +128 New
POIA
857
Pin Oak Investment Advisors
Texas
$16K 293
OWP
858
ORG Wealth Partners
Texas
$15.3K 121 +121 New
BIG
859
Brooklyn Investment Group
New York
$15.1K 120 +56 +88%
MPCG
860
Matrix Private Capital Group
New York
$15.1K 120
MLA
861
MB, Levis & Associates
Pennsylvania
$15K 119
FDW
862
Fourth Dimension Wealth
Ohio
$15K 119
HHGA
863
Halbert Hargrove Global Advisors
California
$14.2K 113
CFO
864
CVA Family Office
Colorado
$14K 111
MG
865
MilWealth Group
Wisconsin
$13.9K 110
FRA
866
Front Row Advisors
California
$13.7K 109
EWM
867
Evermay Wealth Management
Virginia
$13.5K 107
PP
868
Pacifica Partners
Canada
$12.5K 103
WIM
869
Westside Investment Management
California
$12.1K 96
BFP
870
Briaud Financial Planning
Texas
$12K 100 +100 New
AWM
871
Activest Wealth Management
Florida
$11.9K 95
ANBT
872
American National Bank & Trust
Texas
$11.8K 94
PP
873
Pingora Partners
Wyoming
$11.3K 90 -9 -9%
M
874
MOTCO
Texas
$11K 87
BL
875
BFSG LLC
California
$10.1K 80 +5 +7%