IWS icon

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
WA
76
Waverly Advisors
Alabama
$13.8M
FTS
77
Fifth Third Securities
Ohio
$13.5M
Baird Financial Group
78
Baird Financial Group
Wisconsin
$13.3M
Comerica Bank
79
Comerica Bank
Texas
$13.3M
SCM
80
Sterling Capital Management
North Carolina
$13.3M
NI
81
Nuance Investments
Missouri
$12.2M
BF
82
BOK Financial
Oklahoma
$11.9M
JIC
83
Johnson Investment Counsel
Ohio
$11.9M
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$11.9M
PCG
85
Prosperity Consulting Group
Maryland
$11.7M
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$11.7M
OAM
87
Occidental Asset Management
California
$11.6M
ECM
88
Evergreen Capital Management
Washington
$11.6M
CA
89
Clearstead Advisors
Ohio
$10.8M
UB
90
UMB Bank
Missouri
$10.8M
BCWM
91
Bartlett & Co Wealth Management
Ohio
$10.5M
JFG
92
JMG Financial Group
Illinois
$9.93M
FHA
93
First Horizon Advisors
Tennessee
$9.74M
SC
94
Savant Capital
Illinois
$9.62M
MCM
95
MAI Capital Management
Ohio
$9.61M
KPWS
96
Kestra Private Wealth Services
Texas
$9.46M
AI
97
Accredited Investors
Minnesota
$9.35M
Citigroup
98
Citigroup
New York
$9.19M
WFA
99
WestHill Financial Advisors
California
$8.96M
TFCP
100
Twin Focus Capital Partners
Massachusetts
$8.91M