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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
BMWS
151
Brady Martz Wealth Solutions
North Dakota
$4.24M
SW
152
Simplicity Wealth
New Jersey
$4.2M
PAS
153
Park Avenue Securities
New York
$4.17M
LA
154
LWM Advisors
California
$4.05M
FFN
155
Focus Financial Network
Minnesota
$3.97M
Pathstone Holdings
156
Pathstone Holdings
New Jersey
$3.94M
FWP
157
Falcon Wealth Planning
California
$3.9M
T. Rowe Price Associates
158
T. Rowe Price Associates
Maryland
$3.87M
PGFC
159
Peapack-Gladstone Financial Corp
New Jersey
$3.84M
GT
160
Glenmede Trust
Pennsylvania
$3.83M
EC
161
Estate Counselors
Wisconsin
$3.81M
BIM
162
Bridges Investment Management
Nebraska
$3.79M
AWS
163
Atria Wealth Solutions
New York
$3.74M
RFC
164
Regions Financial Corp
Alabama
$3.72M
WMWM
165
Whitaker-Myers Wealth Managers
Ohio
$3.65M
ATI
166
ARK & TLK Investments
Oklahoma
$3.59M
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
$3.56M
NFC
168
Northeast Financial Consultants
Connecticut
$3.51M
RWP
169
RWA Wealth Partners
Massachusetts
$3.5M
CWM
170
Connecticut Wealth Management
Connecticut
$3.48M
VA
171
VestGen Advisors
Illinois
$3.45M
CHC
172
City Holding Co
West Virginia
$3.35M
SFG
173
Sage Financial Group
Pennsylvania
$3.2M
HAFS
174
Hapanowicz & Associates Financial Services
Pennsylvania
$3.19M
FCP
175
Fidelis Capital Partners
Florida
$3.12M