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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.

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
ZBNA
1
Zions Bancorporation, National Association
Utah
$152M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.26B
3
American Century Companies
3
American Century Companies
Missouri
$78.1M
4
PLFA
4
Pacific Life Fund Advisors
California
$50.3M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$22.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$472M
2
ACA
2
Anchor Capital Advisors
Massachusetts
$16.4M
3
SW
3
SVB Wealth
Massachusetts
$0
4
Wells Fargo
4
Wells Fargo
California
$477M
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$426M
Name Market Value Shares Shares
Change 		Shares
Change %
American Century Companies
26
American Century Companies
Missouri
$78.1M 619,916 +619,916 New
HWA
27
Heritage Wealth Advisors
Virginia
$64.6M 513,175 -1,448 -0.3%
EH
28
Equitable Holdings
New York
$59.2M 470,228 -1,266 -0.3%
Truist Financial
29
Truist Financial
North Carolina
$54.1M 429,707 -4,976 -1%
MCC
30
Money Concepts Capital
Florida
$53.3M 423,388 +44,994 +12%
PLFA
31
Pacific Life Fund Advisors
California
$50.3M 399,226 +399,226 New
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$44.6M 353,733 +791 +0.2%
ANTB
33
AMG National Trust Bank
Colorado
$43.1M 342,268 -7,063 -2%
Lido Advisors
34
Lido Advisors
California
$42.3M 335,803 +39,851 +13%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$41.1M 326,445 +33,189 +11%
Natixis Advisors
36
Natixis Advisors
Massachusetts
$38.7M 307,338 +98,018 +47%
OCM
37
One Capital Management
California
$38.2M 303,559 -18,196 -6%
AWM
38
AE Wealth Management
Kansas
$36.9M 292,979 -10,800 -4%
Mariner
39
Mariner
Kansas
$35.3M 280,382 +13,209 +5%
CPIG
40
Chicago Partners Investment Group
Illinois
$33.5M 269,033 +926 +0.3%
CMA
41
Cedar Mountain Advisors
Oregon
$32.1M 254,871 +2,204 +0.9%
GI
42
GLOBALT Investments
Georgia
$31.4M 249,589 -6,307 -2%
HighTower Advisors
43
HighTower Advisors
Illinois
$28M 222,485 +58,787 +36%
Corient Private Wealth
44
Corient Private Wealth
Florida
$27.9M 221,746 +106,748 +93%
WFAG
45
Wescott Financial Advisory Group
Pennsylvania
$27.3M 216,782 -13,380 -6%
LL
46
LPWM LLC
Minnesota
$26.7M 211,974 +9,275 +5%
KeyBank National Association
47
KeyBank National Association
Ohio
$25.5M 202,402 -509 -0.3%
KAS
48
Kestra Advisory Services
Texas
$22.5M 178,596 -3,193 -2%
Northern Trust
49
Northern Trust
Illinois
$22.4M 177,484 +42,826 +32%
CP
50
Covenant Partners
Tennessee
$22.2M 176,163 -3,098 -2%
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