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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 %
ATPW
251
Ashton Thomas Private Wealth
Arizona
$1.55M 11,757 -4,956 -30%
IWC
252
Integrated Wealth Concepts
Massachusetts
$1.52M 11,535 -534 -4%
RFWA
253
RPg Family Wealth Advisory
Massachusetts
$1.52M 11,535 +2,517 +28%
PFA
254
Pure Financial Advisors
California
$1.52M 11,513 -65 -0.6%
PSF
255
Pacific Sun Financial
California
$1.51M 11,394 -80 -0.7%
MAM
256
MWA Asset Management
Massachusetts
$1.49M 11,240 -789 -7%
NW
257
Naviter Wealth
Arkansas
$1.48M 11,211 -196 -2%
BPA
258
Beacon Pointe Advisors
California
$1.47M 11,100 -271 -2%
ACA
259
Affinity Capital Advisors
California
$1.46M 11,066 – –
CFO
260
Callan Family Office
Pennsylvania
$1.46M 11,050 +690 +7%
BFC
261
Bedel Financial Consulting
Indiana
$1.45M 11,007 +15 +0.1%
SAG
262
SageView Advisory Group
California
$1.44M 10,569 -4,789 -31%
Thrivent Financial for Lutherans
263
Thrivent Financial for Lutherans
Minnesota
$1.44M 10,923 -5,138 -32%
KWM
264
Kingsview Wealth Management
Oregon
$1.43M 10,843 -215 -2%
LB
265
Legacy Bridge
Iowa
$1.42M 10,781 – –
BFM
266
Broadview Financial Management
Wisconsin
$1.41M 10,707 -23 -0.2%
RB
267
Renasant Bank
Mississippi
$1.38M 10,423 -355 -3%
HCA
268
Heck Capital Advisors
Wisconsin
$1.37M 10,401 -1,203 -10%
PCM
269
Pointe Capital Management
Michigan
$1.37M 10,396 +1,534 +17%
MCM
270
MV Capital Management
Maryland
$1.37M 10,390 -1,683 -14%
BEI
271
Benjamin Edwards Inc
Missouri
$1.37M 10,387 +209 +2%
NG
272
Norden Group
Utah
$1.37M 10,384 – –
PFS
273
Prospera Financial Services
Texas
$1.36M 10,295 -287 -3%
MLA
274
My Legacy Advisors
Oregon
$1.36M 9,975 -590 -6%
I2I
275
Insight 2811 Inc
Illinois
$1.35M 10,248 +33 +0.3%
9 10
11
12 13