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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 %
AFG
301
Allegheny Financial Group
Pennsylvania
$1.18M +$103K +783 +10%
GIA
302
Gladstone Institutional Advisory
Florida
$1.17M – – –
LGG
303
Luts & Greenleigh Group
Maryland
$1.17M +$52.5K +397 +5%
MWM
304
Meridian Wealth Management
Kentucky
$1.17M -$64.6K -489 -5%
SFC
305
SYM Financial Corp
Indiana
$1.16M +$943K +7,140 +429%
PTC
306
Private Trust Company
Ohio
$1.15M +$25K +189 +2%
WSFS
307
Wilmington Savings Fund Society
Delaware
$1.15M +$3.04K +23 +0.3%
GWMIA
308
Global Wealth Management Investment Advisory
Florida
$1.15M +$214K +1,617 +23%
SFB
309
STAR Financial Bank
Indiana
$1.15M -$117K -884 -9%
HFBOT
310
Home Federal Bank of Tennessee
Tennessee
$1.14M -$663K -5,021 -37%
TPI
311
Trust Point Inc
Wisconsin
$1.13M – – –
FNT
312
First National Trust
Pennsylvania
$1.12M -$31.3K -237 -3%
SCM
313
SOL Capital Management
Maryland
$1.11M -$2.78K -21 -0.2%
VCM
314
Viewpoint Capital Management
Washington
$1.1M -$6.61K -50 -0.6%
GT
315
Greenleaf Trust
Michigan
$1.1M – – –
CTC
316
Central Trust Company
Missouri
$1.1M +$27K +204 +3%
KOC
317
Koss-Olinger Consulting
Florida
$1.09M -$16.6K -126 -2%
UCFA
318
United Capital Financial Advisors
Texas
$1.09M -$27.6K -209 -2%
SFS
319
Sowell Financial Services
Arkansas
$1.08M +$529K +4,006 +97%
WIM
320
Warwick Investment Management
Texas
$1.07M +$6.87K +52 +0.6%
SFWC
321
Strategic Family Wealth Counselors
New Jersey
$1.04M – – –
GT
322
Glenview Trust
Kentucky
$1.03M – – –
PMG
323
Private Management Group
California
$1.02M +$54K +409 +6%
SFA
324
Sequoia Financial Advisors
Ohio
$1.02M +$5.68K +43 +0.6%
AL
325
ADE LLC
Maryland
$1.01M +$108K +814 +12%
11 12
13
14 15