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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

903 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, 279 increasing their positions, 320 reducing their positions, and 53 closing their positions.

Holders
903
Holders Change
-10
Holders Change %
-1.1%
% 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
279
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 %
Raymond James Financial
26
Raymond James Financial
Florida
$71M 537,009 -156,989 -23%
HWA
27
Heritage Wealth Advisors
Virginia
$68.1M 515,391 +2,216 +0.4%
EH
28
Equitable Holdings
New York
$58.9M 445,974 -24,254 -5%
Truist Financial
29
Truist Financial
North Carolina
$57.3M 433,706 +3,999 +0.9%
MCC
30
Money Concepts Capital
Florida
$56.8M 430,145 +6,757 +2%
AWM
31
AE Wealth Management
Kansas
$48.3M 365,411 +72,432 +25%
Lido Advisors
32
Lido Advisors
California
$45.4M 343,702 +7,899 +2%
ANTB
33
AMG National Trust Bank
Colorado
$44.6M 337,660 -4,608 -1%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$44.3M 335,123 +8,678 +3%
Mariner
35
Mariner
Kansas
$37.4M 283,402 +3,020 +1%
SW
36
SVB Wealth
Massachusetts
$36.8M 278,757 +278,757 New
CPIG
37
Chicago Partners Investment Group
Illinois
$36.7M 267,140 -1,893 -0.7%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$36.3M 274,503 -79,230 -22%
CMA
39
Cedar Mountain Advisors
Oregon
$34M 257,168 +2,297 +0.9%
OCM
40
One Capital Management
California
$33.8M 255,878 -47,681 -16%
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$32.8M 248,581 +198,581 +397%
GI
42
GLOBALT Investments
Georgia
$32M 242,249 -7,340 -3%
LL
43
LPWM LLC
Minnesota
$29.3M 221,668 +9,694 +5%
HighTower Advisors
44
HighTower Advisors
Illinois
$28.8M 217,781 -4,704 -2%
WFAG
45
Wescott Financial Advisory Group
Pennsylvania
$28.3M 214,295 -2,487 -1%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$27.3M 206,898 +40,159 +24%
KeyBank National Association
47
KeyBank National Association
Ohio
$26.6M 201,451 -951 -0.5%
Osaic Holdings
48
Osaic Holdings
Arizona
$25.7M 199,590 +32,019 +19%
ACA
49
Anchor Capital Advisors
Massachusetts
$25.6M 193,925 +63,958 +49%
MGIA
50
Moneta Group Investment Advisors
Missouri
$23.8M 180,420 +10,554 +6%
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