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iShares Russell Mid-Cap Value ETF

903 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 279 increasing their positions, 320 reducing their positions, and 53 closing their positions.

Holders
903
Holders Change
-10
Holders Change %
-1.1%
% of All Funds
12.13%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.39%
New
63
Increased
279
Reduced
320
Closed
53
Calls
$277K
Puts
Net Calls
+$277K
Net Calls Change
-$882K
Name Market Value Shares Shares
Change
Shares
Change %
AllianceBernstein
151
AllianceBernstein
Tennessee
$3.91M 29,590 +19,842 +204%
RFC
152
Regions Financial Corp
Alabama
$3.91M 29,559 -3 -0%
FWP
153
Falcon Wealth Planning
California
$3.77M 28,494 -2,474 -8%
ATI
154
ARK & TLK Investments
Oklahoma
$3.76M 28,477
FFL
155
Future Fund LLC
Illinois
$3.7M 27,975 +27,975 New
VW
156
Vance Wealth
California
$3.7M 27,971 -11,034 -28%
NFC
157
Northeast Financial Consultants
Connecticut
$3.68M 27,828
RWP
158
RWA Wealth Partners
Massachusetts
$3.68M 27,820 +45 +0.2%
AG
159
Ascent Group
Virginia
$3.67M 27,789 -16,110 -37%
CWM
160
Connecticut Wealth Management
Connecticut
$3.65M 27,609
VA
161
VestGen Advisors
Illinois
$3.63M 27,489 +132 +0.5%
KCM
162
Kennedy Capital Management
Missouri
$3.62M 27,395 -21,657 -44%
Citadel Advisors
163
Citadel Advisors
Florida
$3.62M 27,389 +18,129 +196%
FCP
164
Fidelis Capital Partners
Florida
$3.53M 26,361 +732 +3%
CHC
165
City Holding Co
West Virginia
$3.5M 26,493 -67 -0.3%
MT
166
Midwest Trust
Kansas
$3.35M 25,341 +25,341 New
SFG
167
Sage Financial Group
Pennsylvania
$3.27M 24,760 -670 -3%
HAFS
168
Hapanowicz & Associates Financial Services
Pennsylvania
$3.27M 24,749 -559 -2%
WFS
169
Widmann Financial Services
Maryland
$3.24M 24,511 +1,092 +5%
William Blair & Company
170
William Blair & Company
Illinois
$3.22M 24,399 -129 -0.5%
BOSSRA
171
B.O.S.S. Retirement Advisors
Utah
$3.18M 24,048 +3,582 +18%
MCA
172
MSH Capital Advisors
Arizona
$3.14M 23,777 +495 +2%
HIA
173
Harbor Investment Advisory
Maryland
$3.12M 23,644
HSA
174
HBK Sorce Advisory
Pennsylvania
$3.12M 23,637 -640 -3%
Citigroup
175
Citigroup
New York
$3.08M 23,301 -49,631 -68%