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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 %
Northern Trust
51
Northern Trust
Illinois
$23.1M 174,660 -2,824 -2%
RA
52
Rodgers & Associates
Pennsylvania
$22.7M 171,776 +4,369 +3%
M&T Bank
53
M&T Bank
New York
$22.5M 170,528 -5,192 -3%
BPWM
54
Badgley Phelps Wealth Managers
Washington
$22M 166,625 +2,750 +2%
CP
55
Covenant Partners
Tennessee
$21.1M 159,397 -16,766 -10%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$21M 158,581 +10,503 +7%
Natixis Advisors
57
Natixis Advisors
Massachusetts
$20.1M 152,332 -155,006 -50%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$20.1M 151,934 -15,530 -9%
AMG
59
Asset Management Group
Connecticut
$20M 151,496 +306 +0.2%
KAS
60
Kestra Advisory Services
Texas
$19.8M 150,025 -28,571 -16%
AAP
61
Arax Advisory Partners
Colorado
$19.4M 142,176 +135,361 +1,986%
RFA
62
RTD Financial Advisors
Pennsylvania
$18.6M 140,569 -28,768 -17%
FCAM
63
First Citizens Asset Management
North Carolina
$18.5M 140,151 +9,215 +7%
BCIM
64
Bishop & Co Investment Management
Pennsylvania
$18.1M 136,686 -3,354 -2%
Stifel Financial
65
Stifel Financial
Missouri
$17.8M 135,051 +3,374 +3%
Goldman Sachs
66
Goldman Sachs
New York
$17.7M 134,266 +1,191 +0.9%
LFWA
67
LBJ Family Wealth Advisors
Texas
$16.7M 126,510 +550 +0.4%
SCM
68
Sterling Capital Management
North Carolina
$16.7M 126,123 +20,769 +20%
Creative Planning
69
Creative Planning
Kansas
$16.6M 125,913 +15,510 +14%
SPIA
70
Steward Partners Investment Advisory
New York
$16.3M 123,104 +3,696 +3%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$15.8M 119,792 -10,737 -8%
TSW
72
Thompson Siegel & Walmsley
Virginia
$15.8M 119,678 -52,341 -30%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$15.2M 114,969 +1,222 +1%
APP
74
Avantax Planning Partners
Iowa
$15.1M 114,285 +57,970 +103%
Corient Private Wealth
75
Corient Private Wealth
Florida
$14.8M 112,229 -109,517 -49%
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