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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
GWM
126
Geneos Wealth Management
Colorado
$5.67M
AG
127
Ascent Group
Virginia
$5.53M
FMII
128
Farmers & Merchants Investments Inc
Nebraska
$5.51M
KFG
129
Kingdom Financial Group
Arizona
$5.47M
HBS
130
Howard Bailey Securities
Indiana
$5.43M
MBI
131
May Barnhard Investments
Maryland
$5.43M
XF
132
XML Financial
Maryland
$5.27M
Jane Street
133
Jane Street
New York
$5.27M
Principal Financial Group
134
Principal Financial Group
Iowa
$5.2M
AC
135
Aldebaran Capital
Indiana
$5.04M
FPAS
136
Focus Partners Advisor Solutions
Missouri
$5.02M
NW
137
NewEdge Wealth
Pennsylvania
$5.01M
VW
138
Vance Wealth
California
$4.91M
EWA
139
EP Wealth Advisors
California
$4.84M
P
140
&Partners
Tennessee
$4.74M
MG
141
Mather Group
Illinois
$4.72M
FMC
142
First Merchants Corp
Indiana
$4.69M
ML
143
McAdam LLC
Pennsylvania
$4.65M
CB
144
Community Bank
New York
$4.61M
LI
145
LifeWealth Investments
Florida
$4.59M
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$4.55M
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$4.53M
WANY
148
Wealthspire Advisors (New York)
New York
$4.47M
CA
149
CoreCap Advisors
Michigan
$4.33M
IP
150
Investment Partners
Ohio
$4.3M