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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
NRG
901
Nemes Rush Group
Michigan
$4.54K
TSMHT
902
Thurston Springer Miller Herd & Titak
Indiana
$4.28K
WWM
903
Wolff Wiese Magana
California
$3.53K
JGIA
904
Jackson Grant Investment Advisers
Connecticut
$3.44K
MSWA
905
Marshall & Sterling Wealth Advisors
New York
$3.15K
VNA
906
Valley National Advisers
Pennsylvania
$3K
DF
907
Dunhill Financial
United Kingdom
$2.8K
HR
908
Howe & Rusling
New York
$2.52K
PP
909
PFS Partners
New Jersey
$2.39K
FIM
910
FWL Investment Management
Texas
$2.27K
LC
911
Lindbrook Capital
California
$1.76K
BIA
912
Bell Investment Advisors
California
$756
MSG
913
Main Street Group
Virginia
$504
WWM
914
Wagner Wealth Management
South Carolina
$126
1NWS
915
1 North Wealth Services
Maryland
$82
SW
916
SVB Wealth
Massachusetts
RP
917
Reinhart Partners
Wisconsin
OAM
918
Oppenheimer Asset Management
New York
CFGS
919
Concourse Financial Group Securities
Alabama
IAA
920
Independent Advisor Alliance
North Carolina
Renaissance Technologies
921
Renaissance Technologies
New York
CAS
922
Coppell Advisory Solutions
Texas
FI
923
FWG Investments
Kentucky
QAM
924
Q3 Asset Management
Michigan
ACP
925
Aveo Capital Partners
Colorado