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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
SF
101
Synovus Financial
Georgia
$8.88M
EARNEST Partners
102
EARNEST Partners
Georgia
$8.85M
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$8.68M
AAS
104
Avantax Advisory Services
Texas
$8.3M
MML Investors Services
105
MML Investors Services
Massachusetts
$8.15M
PFP
106
Pinnacle Financial Partners
Tennessee
$7.75M
CI
107
Conning Inc
Connecticut
$7.61M
IWA
108
Inspirion Wealth Advisors
Illinois
$7.55M
SEI Investments
109
SEI Investments
Pennsylvania
$7.47M
APP
110
Avantax Planning Partners
Iowa
$7.09M
MCCA
111
Mill Creek Capital Advisors
Pennsylvania
$7.02M
IWM
112
Inlight Wealth Management
Georgia
$6.96M
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$6.89M
NA
114
NewEdge Advisors
Louisiana
$6.79M
PAG
115
Private Advisor Group
New Jersey
$6.59M
PIA
116
Powell Investment Advisors
Florida
$6.47M
PWCM
117
Processus Wealth & Capital Management
Tennessee
$6.4M
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$6.3M
Bank of New York Mellon
119
Bank of New York Mellon
New York
$6.26M
KCM
120
Kennedy Capital Management
Missouri
$6.18M
CG
121
Corundum Group
Colorado
$6.15M
MWM
122
Modera Wealth Management
New Jersey
$6.09M
JJBC
123
James J. Burns & Company
New York
$6.09M
KFP
124
KMG Fiduciary Partners
Ohio
$6.03M
BFG
125
Bleakley Financial Group
New Jersey
$5.85M