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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

913 hedge funds and large institutions have $10.6B invested in iShares Russell Mid-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 251 increasing their positions, 347 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
913
Holders Change
-24
Holders Change %
-2.56%
% of All Funds
12.4%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.41%
New
58
Increased
251
Reduced
347
Closed
59
Calls
$1.16M
Puts
–
Net Calls
+$1.16M
Net Calls Change
-$652K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.26B
2
American Century Companies
American Century Companies
Missouri
$78.1M
3
PLFA
Pacific Life Fund Advisors
California
$50.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$22.1M
5
BA
Bellwether Advisors
Nebraska
$16.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$472M
2
ACA
Anchor Capital Advisors
Massachusetts
$16.4M
3
SW
SVB Wealth
Massachusetts
$0
4
Wells Fargo
Wells Fargo
California
$477M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$426M
Name Holding Trade Value Shares
Change 		Shares
Change %
IB
351
Intrust Bank
Kansas
$876K – – –
B
352
Bailard
California
$870K – – –
R
353
Rebalance
California
$868K +$3.02K +24 +0.3%
GL
354
Graypoint LLC
New York
$867K – – –
AL
355
ADE LLC
Maryland
$860K -$67.6K -537 -7%
AAP
356
Arax Advisory Partners
Colorado
$858K -$17K -135 -2%
FMTC
357
Farmers & Merchants Trust Company
California
$854K +$21K +167 +3%
TNB
358
Thomasville National Bank
Georgia
$853K -$117K -927 -12%
AWM
359
Avior Wealth Management
Nebraska
$842K +$2.27K +18 +0.3%
NAS
360
Nicolet Advisory Services
Wisconsin
$838K +$237K +2,054 +39%
AA
361
Auxano Advisors
Washington
$838K – – –
NS
362
NBC Securities
Alabama
$828K +$827K +6,571 +109,517%
PWM
363
Parkshore Wealth Management
California
$824K +$126 +1 +0%
MA
364
MCF Advisors
Kentucky
$812K -$283K -2,244 -26%
RWP
365
Revolve Wealth Partners
New Jersey
$811K +$126 +1 +0%
AWM
366
Apollon Wealth Management
South Carolina
$796K +$306K +2,433 +63%
AWA
367
Arkadios Wealth Advisors
Georgia
$786K -$9.07K -72 -1%
FIA
368
Foundations Investment Advisors
Arizona
$778K -$161K -1,279 -17%
LW
369
Linscomb Wealth
Texas
$777K – – –
FFA
370
Farther Finance Advisors
California
$777K +$429K +3,396 +123%
SF
371
Summit Financial
New Jersey
$777K -$1.3M -10,292 -63%
PP
372
Prosperity Planning
Missouri
$776K -$8.19K -65 -1%
CSP
373
Cary Street Partners
Virginia
$773K – – –
HWM
374
HB Wealth Management
Georgia
$769K +$80.1K +636 +12%
MWP
375
MYCIO Wealth Partners
Pennsylvania
$757K +$2.65K +21 +0.4%
13 14
15
16 17