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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

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

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.42B
2
SW
2
SVB Wealth
Massachusetts
$36.8M
3
PLFA
3
Pacific Life Fund Advisors
California
$83.3M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$32.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.08B

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$302M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$367M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$340M
4
American Century Companies
4
American Century Companies
Missouri
$0
5
ZBNA
5
Zions Bancorporation, National Association
Utah
$128M
Name Market Value Shares Shares
Change 		Shares
Change %
Bessemer Group
226
Bessemer Group
New Jersey
$1.99M 15,034 -93 -0.6%
FIM
227
Freedom Investment Management
Connecticut
$1.94M 14,679 -85 -0.6%
BOH
228
Bank of Hawaii
Hawaii
$1.93M 14,600 +3,089 +27%
CWM
229
Congress Wealth Management
Massachusetts
$1.92M 14,562 +3,982 +38%
QCG
230
Quadrant Capital Group
Ohio
$1.91M 14,474 – –
AWS
231
Atria Wealth Solutions
New York
$1.89M 14,266 -15,446 -52%
MFG
232
Merit Financial Group
Georgia
$1.88M 14,221 -5,600 -28%
PWS
233
Peloton Wealth Strategists
Indiana
$1.86M 14,078 +172 +1%
TWM
234
Tradition Wealth Management
Minnesota
$1.82M 13,781 – –
CAM
235
Cresset Asset Management
Illinois
$1.81M 13,724 -1,221 -8%
BB
236
Berkshire Bank
Massachusetts
$1.8M 13,606 -861 -6%
BIA
237
BHK Investment Advisors
Alabama
$1.78M 13,506 +1,118 +9%
HGWM
238
Horst & Graben Wealth Management
Oregon
$1.76M 13,332 -665 -5%
ES
239
Eagle Strategies
New York
$1.71M 12,926 +298 +2%
SIG
240
Stonegate Investment Group
Alabama
$1.67M 12,672 +142 +1%
IFPG
241
Intrepid Financial Planning Group
Indiana
$1.67M 12,668 -29 -0.2%
SWP
242
Stratos Wealth Partners
Ohio
$1.66M 12,525 -222 -2%
PWP
243
Perfromance Wealth Partners
Illinois
$1.63M 12,328 -1,394 -10%
CAG
244
Csenge Advisory Group
Florida
$1.62M 12,676 -1,473 -10%
WWA
245
WCG Wealth Advisors
Nevada
$1.62M 12,281 -1,573 -11%
RCAG
246
Rehmann Capital Advisory Group
Michigan
$1.61M 12,195 -207 -2%
Wealthfront Advisers
247
Wealthfront Advisers
California
$1.61M 12,181 +1,451 +14%
CC
248
Courier Capital
New York
$1.57M 11,902 +1,554 +15%
DADC
249
D.A. Davidson & Co
Montana
$1.57M 11,896 -664 -5%
ACA
250
Aptus Capital Advisors
Alabama
$1.57M 11,852 -169 -1%
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