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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 %
Fiera Capital (Canada)
676
Fiera Capital (Canada)
Quebec, Canada
$220K 1,663 – –
FWMM
677
Foundation Wealth Management (Missouri)
Missouri
$219K 1,661 – –
PWMAG
678
Pinnacle Wealth Management Advisory Group
New Jersey
$219K 1,661 -69 -4%
NEPWA
679
New England Private Wealth Advisors
Massachusetts
$218K 1,611 +1,611 New
MFG
680
MidWestOne Financial Group
Iowa
$218K 1,650 -19 -1%
SWP
681
Summit Wealth Partners
Florida
$216K 1,633 -293 -15%
BHBT
682
Burke & Herbert Bank & Trust
Virginia
$214K 1,620 – –
CMP
683
Coston McIsaac & Partners
Maine
$214K 1,623 – –
MAM
684
Marotta Asset Management
Virginia
$214K 1,617 -285 -15%
HTC
685
Haverford Trust Company
Pennsylvania
$210K 1,591 -75 -5%
GGS
686
Galvin Gaustad & Stein
Arizona
$210K 1,591 +2 +0.1%
TFGT
687
TS Financial Group (TSFG)
Illinois
$210K 1,589 -199 -11%
ABC
688
Associated Banc-Corp
Wisconsin
$208K 1,575 -25 -2%
VC
689
Vicus Capital
Pennsylvania
$208K 1,572 +1,572 New
HBW
690
Hazlett, Burt & Watson
West Virginia
$207K 1,565 -32 -2%
QWM
691
Quadcap Wealth Management
Texas
$207K 1,566 +1,566 New
LG
692
LaFleur & Godfrey
Michigan
$206K 1,560 +1,560 New
HT
693
Headlands Technologies
Illinois
$206K 1,560 -571 -27%
NWAG
694
Net Worth Advisory Group
Utah
$205K 1,549 +1,549 New
Empower Advisory Group
695
Empower Advisory Group
Colorado
$204K 1,544 -399 -21%
IBOK
696
Independence Bank of Kentucky
Kentucky
$203K 1,538 -183 -11%
GI
697
GAMCO Investors
Connecticut
$203K 1,535 +1,535 New
NCM
698
Neumann Capital Management
California
$201K 1,524 +1,524 New
FCAS
699
First Command Advisory Services
Texas
$197K 1,489 +225 +18%
PWM
700
Parkworth Wealth Management
California
$193K 1,463 +5 +0.3%
26 27
28
29 30