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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
LWAM
926
Legacy Wealth Asset Management
Minnesota
TGAM
927
TBH Global Asset Management
Tennessee
IWM
928
Iams Wealth Management
Nebraska
ZIM
929
Zacks Investment Management
Illinois
LTAS
930
Linden Thomas Advisory Services
North Carolina
WIM
931
Wittenberg Investment Management
Massachusetts
Qube Research & Technologies (QRT)
932
Qube Research & Technologies (QRT)
United Kingdom
WA
933
Wealth Alliance
New York
D.E. Shaw & Co
934
D.E. Shaw & Co
New York
AIA
935
Arbor Investment Advisors
North Carolina
CCA
936
Checchi Capital Advisers
California
JSW
937
Journey Strategic Wealth
New Jersey
WKSWA
938
White Knight Strategic Wealth Advisors
New Jersey
GAB
939
German American Bancorp
Indiana
FAM
940
Forte Asset Management
New York
1IA
941
1834 Investment Advisors
Wisconsin
IC
942
Iconiq Capital
California
TM
943
TigerOak Management
New Mexico
NI
944
NDVR Inc
Massachusetts
EA
945
Everpar Advisors
Oklahoma
VCM
946
Vivaldi Capital Management
Illinois
IWA
947
IBEX Wealth Advisors
New Jersey
CIBC World Market
948
CIBC World Market
Ontario, Canada
WF
949
Welch & Forbes
Massachusetts
SAM
950
Secure Asset Management
Michigan