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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 %
SFS
451
Sowell Financial Services
Arkansas
$523K -$5.49M -43,593 -91%
CCAL
452
City Center Advisors LLC
Michigan
$523K -$23.9K -190 -4%
MC
453
Mathes Company
New York
$522K -$126K -1,000 -19%
E3F
454
Eight 31 Financial
Texas
$517K – – –
GFL
455
Granite FO LLC
New Hampshire
$509K – – –
PI
456
PFG Investments
New York
$505K -$1.89K -15 -0.4%
SA
457
Skyline Advisors
Washington
$501K +$1.39K +11 +0.3%
JWM
458
JP Wealth Management
South Carolina
$499K – – –
GAA
459
Guardian Asset Advisors
Pennsylvania
$499K +$4.41K +35 +0.9%
AAS
460
Annex Advisory Services
Wisconsin
$488K -$12.7K -101 -3%
FUBT
461
First United Bank & Trust
Maryland
$483K -$9.45K -75 -2%
SAM
462
Silvercrest Asset Management
New York
$482K – – –
WWM
463
Western Wealth Management
Colorado
$479K +$44K +349 +10%
1SB
464
1ST Source Bank
Indiana
$479K – – –
GGA
465
Granite Group Advisors
Connecticut
$479K – – –
Chevy Chase Trust
466
Chevy Chase Trust
Maryland
$475K -$65.3K -518 -12%
QCM
467
Quantinno Capital Management
New York
$474K +$474K +3,763 New
EA
468
Enclave Advisors
Texas
$474K – – –
FMN
469
Financial Management Network
California
$471K -$9.81K -87 -2%
WIC
470
Woodmont Investment Counsel
Tennessee
$470K – – –
CIA
471
Choate Investment Advisors
Massachusetts
$468K – – –
AWM
472
Atticus Wealth Management
Florida
$466K -$8.19K -65 -2%
EAM
473
Evanson Asset Management
California
$466K +$126 +1 +0%
PFBT
474
Parkside Financial Bank & Trust
Missouri
$465K -$630 -5 -0.1%
National Bank of Canada
475
National Bank of Canada
Quebec, Canada
$464K -$67.4K -535 -13%
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