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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
EC
876
Elequin Capital
New York
$9.95K
HWA
877
HHM Wealth Advisors
Tennessee
$9.83K
VWWMG
878
Vermillion & White Wealth Management Group
Pennsylvania
$9.7K
HCP
879
Hexagon Capital Partners
Arkansas
$9.57K
SC
880
Stephens Consulting
Michigan
$9.45K
OL
881
one8zero8 LLC
North Carolina
$8.19K
CSC
882
Caldwell Sutter Capital
California
$8.19K
MFT
883
Moisand Fitzgerald Tamayo
Florida
$7.68K
TVWM
884
Tower View Wealth Management
Wisconsin
$7.57K
NMG
885
New Millennium Group
Utah
$7.18K
APCM
886
Alaska Permanent Capital Management
Alaska
$6.93K
BIM
887
Breakwater Investment Management
Washington
$6.93K
DFC
888
DB Fitzpatrick & Co
Idaho
$6.93K
MWM
889
MorganRosel Wealth Management
Colorado
$6.42K
PWA
890
Provenance Wealth Advisors
Florida
$6.13K
MWM
891
Mascoma Wealth Management
New Hampshire
$6.05K
MFC
892
Morris Financial Concepts
South Carolina
$5.66K
FP
893
Financial Perspectives
Minnesota
$5.42K
CCC
894
Chelsea Counsel Company
California
$5.29K
SL
895
Salomon & Ludwin
Virginia
$5.04K
BTD
896
BankPlus Trust Department
Mississippi
$5.04K
NC
897
North Capital
Utah
$5.04K
NFSG
898
Newbridge Financial Services Group
Florida
$4.91K
WA
899
Whipplewood Advisors
Colorado
$4.79K
1L
900
10Elms LLP
Oklahoma
$4.66K