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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
12.14%
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 %
HHGA
851
Halbert Hargrove Global Advisors
California
$14.9K
CFO
852
CVA Family Office
Colorado
$14.7K
MG
853
MilWealth Group
Wisconsin
$14.5K
FRA
854
Front Row Advisors
California
$14.4K
EWM
855
Evermay Wealth Management
Virginia
$14.2K
CAL
856
Capital Advisors Ltd
Ohio
$13K -$11.1K -85 -46%
BFP
857
Briaud Financial Planning
Texas
$13K
BIG
858
Brooklyn Investment Group
New York
$12.8K -$3.04K -23 -19%
AWM
859
Activest Wealth Management
Florida
$12.5K
ANBT
860
American National Bank & Trust
Texas
$12.4K
M
861
MOTCO
Texas
$11.7K
Qube Research & Technologies (QRT)
862
Qube Research & Technologies (QRT)
United Kingdom
$10.4K +$10.4K +79 New
VWWMG
863
Vermillion & White Wealth Management Group
Pennsylvania
$10.2K
RMP
864
Richards, Merrill & Peterson
Washington
$10.2K +$10.2K +77 New
PP
865
Pingora Partners
Wyoming
$9.91K -$1.98K -15 -17%
SC
866
Stephens Consulting
Michigan
$9.91K
OL
867
one8zero8 LLC
North Carolina
$8.59K
CSC
868
Caldwell Sutter Capital
California
$8.59K
MFT
869
Moisand Fitzgerald Tamayo
Florida
$8.06K
TVWM
870
Tower View Wealth Management
Wisconsin
$7.98K
FFA
871
Founders Financial Alliance
North Carolina
$7.93K -$67.7K -512 -90%
APCM
872
Alaska Permanent Capital Management
Alaska
$7.27K
BIM
873
Breakwater Investment Management
Washington
$7.27K
DFC
874
DB Fitzpatrick & Co
Idaho
$7.27K
AT
875
Arlington Trust
Alabama
$7K -$26.4K -200 -79%