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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 %
ACA
251
Aptus Capital Advisors
Alabama
$1.57M -$22.3K -169 -1%
ATPW
252
Ashton Thomas Private Wealth
Arizona
$1.55M -$655K -4,956 -30%
IWC
253
Integrated Wealth Concepts
Massachusetts
$1.52M -$70.6K -534 -4%
RFWA
254
RPg Family Wealth Advisory
Massachusetts
$1.52M +$333K +2,517 +28%
PFA
255
Pure Financial Advisors
California
$1.52M -$8.59K -65 -0.6%
PSF
256
Pacific Sun Financial
California
$1.51M -$10.6K -80 -0.7%
AT
257
American Trust
Kentucky
$1.51M +$947K +7,167 +170%
MAM
258
MWA Asset Management
Massachusetts
$1.49M -$104K -789 -7%
NW
259
Naviter Wealth
Arkansas
$1.48M -$25.9K -196 -2%
BPA
260
Beacon Pointe Advisors
California
$1.47M -$35.8K -271 -2%
ACA
261
Affinity Capital Advisors
California
$1.46M – – –
CFO
262
Callan Family Office
Pennsylvania
$1.46M +$91.2K +690 +7%
BFC
263
Bedel Financial Consulting
Indiana
$1.45M +$1.98K +15 +0.1%
SAG
264
SageView Advisory Group
California
$1.44M -$654K -4,789 -31%
Thrivent Financial for Lutherans
265
Thrivent Financial for Lutherans
Minnesota
$1.44M -$679K -5,138 -32%
KWM
266
Kingsview Wealth Management
Oregon
$1.43M -$28.4K -215 -2%
LB
267
Legacy Bridge
Iowa
$1.42M – – –
BFM
268
Broadview Financial Management
Wisconsin
$1.41M -$3.04K -23 -0.2%
RB
269
Renasant Bank
Mississippi
$1.38M -$46.9K -355 -3%
HCA
270
Heck Capital Advisors
Wisconsin
$1.37M -$159K -1,203 -10%
PCM
271
Pointe Capital Management
Michigan
$1.37M +$203K +1,534 +17%
MCM
272
MV Capital Management
Maryland
$1.37M -$222K -1,683 -14%
BEI
273
Benjamin Edwards Inc
Missouri
$1.37M +$27.6K +209 +2%
NG
274
Norden Group
Utah
$1.37M – – –
PFS
275
Prospera Financial Services
Texas
$1.36M -$37.9K -287 -3%
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