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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

904 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, 320 reducing their positions, and 53 closing their positions.

Holders
904
Holders Change
-9
Holders Change %
-0.99%
% 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
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 %
MLA
276
My Legacy Advisors
Oregon
$1.36M 9,975 -590 -6%
I2I
277
Insight 2811 Inc
Illinois
$1.35M 10,248 +33 +0.3%
WTB
278
Washington Trust Bank
Washington
$1.35M 10,202 -7,395 -42%
BCI
279
Brinker Capital Investments
Pennsylvania
$1.34M 10,161 -2,802 -22%
FI
280
FWG Investments
Kentucky
$1.34M 10,123 +10,123 New
FNBT
281
FineMark National Bank & Trust
Florida
$1.33M 10,063 -3,329 -25%
BRWA
282
B. Riley Wealth Advisors
Florida
$1.31M 9,932 +9,932 New
PA
283
Parallel Advisors
California
$1.31M 9,890 +4,031 +69%
Fuller & Thaler Asset Management
284
Fuller & Thaler Asset Management
California
$1.3M 9,816 -8,922 -48%
CWMP
285
Clarion Wealth Managment Partners
Virginia
$1.3M 9,814 +9,814 New
FGG
286
Financial Guidance Group
Florida
$1.29M 9,739 -155 -2%
CCM
287
Coldstream Capital Management
Washington
$1.28M 9,682 -68 -0.7%
CCB
288
Country Club Bank
Missouri
$1.27M 9,658 -75 -0.8%
MA
289
Mutual Advisors
Nebraska
$1.27M 9,214 +1,783 +24%
EWA
290
ERTS Wealth Advisors
Michigan
$1.26M 9,505 -273 -3%
PCH
291
PGIM Custom Harvest
New Jersey
$1.26M 9,504 +633 +7%
BFS
292
Bradley Foster & Sargent
Connecticut
$1.24M 9,379 -10 -0.1%
TPCW
293
TD Private Client Wealth
New York
$1.23M 9,318 -834 -8%
BCM
294
Brookstone Capital Management
Illinois
$1.23M 9,294 +4,430 +91%
AFP
295
Ausdal Financial Partners
Iowa
$1.22M 9,244 -628 -6%
EK
296
Evensky & Katz
Florida
$1.2M 9,040 -452 -5%
CAM
297
Cozad Asset Management
Illinois
$1.19M 8,988 +468 +5%
WAP
298
Wealthcare Advisory Partners
Pennsylvania
$1.19M 8,980 +1,021 +13%
SCG
299
Sonata Capital Group
Washington
$1.19M 8,972 +81 +0.9%
Kayne Anderson Rudnick Investment Management
300
Kayne Anderson Rudnick Investment Management
California
$1.18M 8,927 -1,301 -13%
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