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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
MFG
201
Merit Financial Group
Georgia
$2.5M
WIC
202
Whitegate Investment Counselors
New Hampshire
$2.5M
AI
203
Auour Investments
Massachusetts
$2.49M
BJL
204
Brighton Jones LLC
Washington
$2.47M
EAM
205
Eukles Asset Management
Ohio
$2.44M
BBHC
206
Brown Brothers Harriman & Co
New York
$2.37M
TC
207
TownSquare Capital
Utah
$2.37M
Fuller & Thaler Asset Management
208
Fuller & Thaler Asset Management
California
$2.36M
AF
209
Advisornet Financial
Minnesota
$2.32M
BlackRock
210
BlackRock
New York
$2.31M
CL
211
Choreo LLC
Illinois
$2.3M
TA
212
Tectonic Advisors
Texas
$2.29M
WB
213
WesBanco Bank
West Virginia
$2.29M
WT
214
Whittier Trust
California
$2.28M
TCM
215
Telos Capital Management
California
$2.27M
Vanguard Group
216
Vanguard Group
Pennsylvania
$2.24M
WTB
217
Washington Trust Bank
Washington
$2.22M
FCI
218
Financial Counselors Inc
Kansas
$2.21M
WTC
219
WhitTier Trust Company
Nevada
$2.2M
Cerity Partners
220
Cerity Partners
New York
$2.14M
Thrivent Financial for Lutherans
221
Thrivent Financial for Lutherans
Minnesota
$2.12M
UAS
222
United Asset Strategies
New York
$2.11M
ATPW
223
Ashton Thomas Private Wealth
Arizona
$2.11M
GIM
224
Goelzer Investment Management
Indiana
$2.08M
Financial Engines Advisors
225
Financial Engines Advisors
California
$2.06M