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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
FC
176
Forte Capital
New York
$3.11M
Allspring Global Investments
177
Allspring Global Investments
North Carolina
$3.1M
William Blair & Company
178
William Blair & Company
Illinois
$3.09M
HSA
179
HBK Sorce Advisory
Pennsylvania
$3.06M
PWAM
180
Private Wealth Asset Management
Iowa
$3.03M
HIA
181
Harbor Investment Advisory
Maryland
$2.98M
WFS
182
Widmann Financial Services
Maryland
$2.95M
MCA
183
MSH Capital Advisors
Arizona
$2.93M
Brown Advisory
184
Brown Advisory
Maryland
$2.85M
ANB
185
Amarillo National Bank
Texas
$2.85M
OC
186
Oppenheimer & Co
New York
$2.83M
GVAG
187
Great Valley Advisor Group
Delaware
$2.8M
ET
188
Equitable Trust
Tennessee
$2.8M
AI
189
Atria Investments
North Carolina
$2.78M
Kovitz Investment Group Partners
190
Kovitz Investment Group Partners
Illinois
$2.77M
MEG
191
Millstone Evans Group
Colorado
$2.76M
CCM
192
Condor Capital Management
New Jersey
$2.72M
SPC
193
Sigma Planning Corp
Michigan
$2.71M
NFW
194
Noble Family Wealth
Florida
$2.65M
NAAA
195
New Age Alpha Advisors
New York
$2.64M
SYBT
196
Stock Yards Bank & Trust
Kentucky
$2.62M
FPF
197
First Pacific Financial
Washington
$2.61M
AB
198
Atlas Brown
Kentucky
$2.6M
FWP
199
FAS Wealth Partners
Kansas
$2.59M
BOSSRA
200
B.O.S.S. Retirement Advisors
Utah
$2.58M