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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 %
LWAM
926
Legacy Wealth Asset Management
Minnesota
-4,834 Closed
TGAM
927
TBH Global Asset Management
Tennessee
-4,776 Closed
IWM
928
Iams Wealth Management
Nebraska
-4,152 Closed
ZIM
929
Zacks Investment Management
Illinois
-4,072 Closed
LTAS
930
Linden Thomas Advisory Services
North Carolina
-3,790 Closed
WIM
931
Wittenberg Investment Management
Massachusetts
-3,478 Closed
Qube Research & Technologies (QRT)
932
Qube Research & Technologies (QRT)
United Kingdom
-3,018 Closed
WA
933
Wealth Alliance
New York
-2,803 Closed
D.E. Shaw & Co
934
D.E. Shaw & Co
New York
-2,578 Closed
AIA
935
Arbor Investment Advisors
North Carolina
-2,497 Closed
CCA
936
Checchi Capital Advisers
California
-2,308 Closed
JSW
937
Journey Strategic Wealth
New Jersey
-2,253 Closed
WKSWA
938
White Knight Strategic Wealth Advisors
New Jersey
-2,240 Closed
GAB
939
German American Bancorp
Indiana
-2,065 Closed
FAM
940
Forte Asset Management
New York
-1,985 Closed
1IA
941
1834 Investment Advisors
Wisconsin
-1,981 Closed
IC
942
Iconiq Capital
California
-1,895 Closed
TM
943
TigerOak Management
New Mexico
-1,844 Closed
NI
944
NDVR Inc
Massachusetts
-1,763 Closed
EA
945
Everpar Advisors
Oklahoma
-1,713 Closed
VCM
946
Vivaldi Capital Management
Illinois
-1,670 Closed
IWA
947
IBEX Wealth Advisors
New Jersey
-1,666 Closed
CIBC World Market
948
CIBC World Market
Ontario, Canada
-1,660 Closed
WF
949
Welch & Forbes
Massachusetts
-1,631 Closed
SAM
950
Secure Asset Management
Michigan
-1,598 Closed