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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

905 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, 280 increasing their positions, 321 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
905
Holders Change
-8
Holders Change %
-0.88%
% 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
280
Reduced
321
Closed
54
Calls
$1.89M
Puts
–
Net Calls
+$1.89M
Net Calls Change
+$731K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$98.4M
2
SW
SVB Wealth
Massachusetts
+$36.8M
3
PLFA
Pacific Life Fund Advisors
California
+$30.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$26.2M
5
Morgan Stanley
Morgan Stanley
New York
+$21.4M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
-$274M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$155M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$99.8M
4
American Century Companies
American Century Companies
Missouri
-$78.1M
5
ZBNA
Zions Bancorporation, National Association
Utah
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NI
226
Nuance Investments
Missouri
$1.99M -$10.8M -81,963 -84%
Bessemer Group
227
Bessemer Group
New Jersey
$1.99M -$12.3K -93 -0.6%
FIM
228
Freedom Investment Management
Connecticut
$1.94M -$11.2K -85 -0.6%
BOH
229
Bank of Hawaii
Hawaii
$1.93M +$408K +3,089 +27%
CWM
230
Congress Wealth Management
Massachusetts
$1.92M +$526K +3,982 +38%
QCG
231
Quadrant Capital Group
Ohio
$1.91M – – –
AWS
232
Atria Wealth Solutions
New York
$1.89M -$2.05M -15,446 -52%
MFG
233
Merit Financial Group
Georgia
$1.88M -$740K -5,600 -28%
PWS
234
Peloton Wealth Strategists
Indiana
$1.86M +$22.7K +172 +1%
TWM
235
Tradition Wealth Management
Minnesota
$1.82M – – –
CAM
236
Cresset Asset Management
Illinois
$1.81M -$161K -1,221 -8%
BB
237
Berkshire Bank
Massachusetts
$1.8M -$114K -861 -6%
BIA
238
BHK Investment Advisors
Alabama
$1.78M +$148K +1,118 +9%
HGWM
239
Horst & Graben Wealth Management
Oregon
$1.76M -$87.9K -665 -5%
ES
240
Eagle Strategies
New York
$1.71M +$39.4K +298 +2%
SIG
241
Stonegate Investment Group
Alabama
$1.67M +$18.8K +142 +1%
IFPG
242
Intrepid Financial Planning Group
Indiana
$1.67M -$3.83K -29 -0.2%
SWP
243
Stratos Wealth Partners
Ohio
$1.66M -$29.3K -222 -2%
PWP
244
Perfromance Wealth Partners
Illinois
$1.63M -$184K -1,394 -10%
CAG
245
Csenge Advisory Group
Florida
$1.62M -$189K -1,473 -10%
WWA
246
WCG Wealth Advisors
Nevada
$1.62M -$208K -1,573 -11%
RCAG
247
Rehmann Capital Advisory Group
Michigan
$1.61M -$27.4K -207 -2%
Wealthfront Advisers
248
Wealthfront Advisers
California
$1.61M +$192K +1,451 +14%
CC
249
Courier Capital
New York
$1.57M +$205K +1,554 +15%
DADC
250
D.A. Davidson & Co
Montana
$1.57M -$87.7K -664 -5%
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