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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 %
Wellington Management Group
51
Wellington Management Group
Massachusetts
$22.1M 175,806 +175,806 New
M&T Bank
52
M&T Bank
New York
$22.1M 175,720 -7,093 -4%
TSW
53
Thompson Siegel & Walmsley
Virginia
$21.7M 172,019 -116,886 -40%
MGIA
54
Moneta Group Investment Advisors
Missouri
$21.4M 169,866 +4,911 +3%
RFA
55
RTD Financial Advisors
Pennsylvania
$21.3M 169,337 +6,121 +4%
Osaic Holdings
56
Osaic Holdings
Arizona
$21.1M 167,571 -25,505 -13%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$21.1M 167,464 +10,359 +7%
RA
58
Rodgers & Associates
Pennsylvania
$21.1M 167,407 +6,157 +4%
Focus Partners Wealth
59
Focus Partners Wealth
Massachusetts
$21M 166,739 -4,401 -3%
BPWM
60
Badgley Phelps Wealth Managers
Washington
$20.6M 163,875 +4,037 +3%
AMG
61
Asset Management Group
Connecticut
$19M 151,190 -478 -0.3%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$18.7M 148,078 +4,591 +3%
BCIM
63
Bishop & Co Investment Management
Pennsylvania
$17.6M 140,040 -68 -0%
Goldman Sachs
64
Goldman Sachs
New York
$16.8M 133,075 -20,951 -14%
Stifel Financial
65
Stifel Financial
Missouri
$16.6M 131,677 +6,918 +6%
FCAM
66
First Citizens Asset Management
North Carolina
$16.5M 130,936 +943 +0.7%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$16.4M 130,529 +3,340 +3%
ACA
68
Anchor Capital Advisors
Massachusetts
$16.4M 129,967 -368,425 -74%
BA
69
Bellwether Advisors
Nebraska
$16.1M 127,894 +127,894 New
LFWA
70
LBJ Family Wealth Advisors
Texas
$15.9M 125,960 -105 -0.1%
SPIA
71
Steward Partners Investment Advisory
New York
$15M 119,408 +5,049 +4%
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$14.8M 134,123 -1,729 -1%
FWM
73
FSA Wealth Management
Massachusetts
$14.4M 114,284 -793 -0.7%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$14.3M 113,747 +7,887 +7%
Creative Planning
75
Creative Planning
Kansas
$13.9M 110,403 -1,740 -2%
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