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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

905 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, 280 increasing their positions, 321 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
905
Holders Change
-8
Holders Change %
-0.88%
% 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
280
Reduced
321
Closed
54
Calls
$1.89M
Puts
–
Net Calls
+$1.89M
Net Calls Change
+$731K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$98.4M
2
SW
SVB Wealth
Massachusetts
+$36.8M
3
PLFA
Pacific Life Fund Advisors
California
+$30.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$26.2M
5
Morgan Stanley
Morgan Stanley
New York
+$21.4M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
-$274M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$155M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$99.8M
4
American Century Companies
American Century Companies
Missouri
-$78.1M
5
ZBNA
Zions Bancorporation, National Association
Utah
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCAS
701
First Command Advisory Services
Texas
$197K +$29.7K +225 +18%
PWM
702
Parkworth Wealth Management
California
$193K +$661 +5 +0.3%
CTB
703
Country Trust Bank
Illinois
$189K – – –
RFG
704
REAP Financial Group
Texas
$187K -$7.27K -55 -4%
VCM
705
Versant Capital Management
Arizona
$184K – – –
GI
706
GAMMA Investing
California
$184K +$20.6K +156 +13%
Lazard Asset Management
707
Lazard Asset Management
New York
$184K – – –
PGAM
708
Princeton Global Asset Management
New Jersey
$180K -$39.5K -299 -18%
RWM
709
Rialto Wealth Management
New York
$177K – – –
BOJHT
710
Bank of Jackson Hole Trust
Wyoming
$174K – – –
AIM
711
Anchor Investment Management
South Carolina
$172K – – –
BA
712
Bristlecone Advisors
Washington
$171K – – –
OC
713
Oakworth Capital
Alabama
$170K -$4.63K -35 -3%
CF
714
Centaurus Financial
California
$165K – – –
PA
715
Pineridge Advisors
Missouri
$163K +$25.5K +193 +19%
AT
716
Avalon Trust
New Mexico
$161K +$161K +1,221 New
SWA
717
SOA Wealth Advisors
New York
$157K +$529 +4 +0.3%
TAM
718
Townsend Asset Management
North Carolina
$155K +$529 +4 +0.3%
DJSG
719
D.J. St. Germain
Massachusetts
$152K – – –
TCOV
720
Trust Company of Vermont
Vermont
$147K – – –
KHC
721
Koesten Hirschmann & Crabtree
Kansas
$146K – – –
PWMG
722
Prestige Wealth Management Group
New Jersey
$144K – – –
DWA
723
Dougherty Wealth Advisers
Minnesota
$141K -$575K -4,349 -80%
KIM
724
Kestra Investment Management
Texas
$140K – – –
HNW
725
High Note Wealth
Minnesota
$137K – – –
27 28
29
30 31