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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 %
FA
476
Financial Alternatives
California
$461K – – –
QC
477
Quadrature Capital
United Kingdom
$461K -$2.69M -21,307 -85%
FF
478
Friday Financial
Iowa
$454K -$55.9K -438 -11%
DFG
479
Dynamic Financial Group
Iowa
$451K -$1.39K -11 -0.3%
SB
480
Simmons Bank
Arkansas
$450K – – –
TWP
481
Total Wealth Planning
Ohio
$449K -$15.2K -121 -3%
FWTB
482
First Western Trust Bank
Colorado
$448K -$43.5K -345 -9%
GPA
483
Guidance Point Advisors
Massachusetts
$447K +$1.64K +13 +0.4%
ZF
484
Zhang Financial
Michigan
$444K -$14.7K -117 -3%
BEAM
485
Baker Ellis Asset Management
Washington
$443K +$2.14K +17 +0.5%
DW30
486
Drucker Wealth 3.0
New Jersey
$442K -$1.13K -9 -0.3%
PCIA
487
Prime Capital Investment Advisors
Kansas
$442K +$95.5K +758 +28%
VFA
488
Valeo Financial Advisors
Indiana
$439K -$25.5K -203 -5%
FF
489
Finley Financial
Nevada
$438K -$5.53K -45 -1%
CFG
490
Cooper Financial Group
California
$437K -$26.8K -213 -6%
LSWP
491
Liberty Square Wealth Partners
Pennsylvania
$433K – – –
CIA
492
Compass Ion Advisors
Pennsylvania
$432K +$252 +2 +0.1%
NCM
493
NCM Capital Management
New Jersey
$428K – – –
SCP
494
Stevens Capital Partners
Nebraska
$428K +$17.5K +139 +4%
LWM
495
LJI Wealth Management
Indiana
$424K -$50.4K -400 -11%
LFA
496
LGT Financial Advisors
Texas
$423K +$1.51K +12 +0.4%
PA
497
PFG Advisors
Arizona
$422K – – –
PA
498
Pinnacle Associates
New York
$416K +$35.9K +285 +9%
CBA
499
Coastal Bridge Advisors
Connecticut
$416K +$416K +3,302 New
MFGP
500
Marshall Financial Group (Pennsylvania)
Pennsylvania
$414K +$1.26K +10 +0.3%
18 19
20
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