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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
+$92.1M
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
-$57.3M
2
ACA
Anchor Capital Advisors
Massachusetts
-$46.4M
3
SW
SVB Wealth
Massachusetts
-$38.6M
4
Wells Fargo
Wells Fargo
California
-$35.2M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ODIJL
401
One Day In July LLC
Vermont
$651K – – –
SAI
402
Savvy Advisors Inc
New York
$649K +$131K +1,041 +25%
AssetMark Inc
403
AssetMark Inc
California
$643K +$52.3K +415 +9%
Prudential Financial
404
Prudential Financial
New Jersey
$642K +$139K +1,100 +28%
RMDI
405
R.M. Davis Inc
Maine
$639K +$38.5K +306 +6%
EW
406
Evoke Wealth
California
$639K – – –
CI
407
Cordant Inc
Oregon
$635K – – –
AA
408
Alesco Advisors
New York
$635K – – –
CFB
409
Cullen/Frost Bankers
Texas
$633K +$17.4K +138 +3%
WIA
410
World Investment Advisors
California
$632K -$32.4K -257 -5%
DT
411
Diversified Trust
Tennessee
$631K -$101K -800 -14%
PC
412
Port Capital
Illinois
$631K -$84.5K -671 -12%
WH
413
Willner & Heller
California
$628K -$13K -103 -2%
MFWP
414
Mosaic Family Wealth Partners
Missouri
$616K -$9.45K -75 -2%
SIA
415
Schechter Investment Advisors
Michigan
$615K – – –
SWM
416
Spire Wealth Management
Virginia
$615K -$12.6K -100 -2%
LBC
417
Lowe Brockenbrough & Co
Virginia
$613K +$2.77K +22 +0.5%
BCM
418
Brookstone Capital Management
Illinois
$613K -$420K -3,334 -41%
CWM
419
Cahaba Wealth Management
Georgia
$610K +$2.02K +16 +0.3%
CNBT
420
Canandaigua National Bank & Trust
New York
$609K -$25.2K -200 -4%
RT
421
Rockland Trust
Massachusetts
$604K -$12.5K -99 -2%
PFM
422
Phillips Financial Management
Indiana
$603K -$8.69K -69 -1%
AWMNH
423
Arcadia Wealth Management (New Hampshire)
New Hampshire
$603K +$2.77K +22 +0.5%
SSB
424
Sandy Spring Bank
Maryland
$601K -$9.45K -75 -2%
MW
425
Marcum Wealth
Ohio
$601K -$4.28K -34 -0.7%
15 16
17
18 19