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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
12.14%
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
$1.42B
2
SW
SVB Wealth
Massachusetts
$36.8M
3
PLFA
Pacific Life Fund Advisors
California
$83.3M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$32.8M
5
Morgan Stanley
Morgan Stanley
New York
$1.08B

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
$302M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$367M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$340M
4
American Century Companies
American Century Companies
Missouri
$0
5
ZBNA
Zions Bancorporation, National Association
Utah
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
51
Northern Trust
Illinois
$23.1M -$373K -2,824 -2%
RA
52
Rodgers & Associates
Pennsylvania
$22.7M +$577K +4,369 +3%
M&T Bank
53
M&T Bank
New York
$22.5M -$686K -5,192 -3%
BPWM
54
Badgley Phelps Wealth Managers
Washington
$22M +$363K +2,750 +2%
CP
55
Covenant Partners
Tennessee
$21.1M -$2.22M -16,766 -10%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$21M +$1.39M +10,503 +7%
Natixis Advisors
57
Natixis Advisors
Massachusetts
$20.1M -$20.5M -155,006 -50%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$20.1M -$2.05M -15,530 -9%
AMG
59
Asset Management Group
Connecticut
$20M +$40.4K +306 +0.2%
KAS
60
Kestra Advisory Services
Texas
$19.8M -$3.78M -28,571 -16%
AAP
61
Arax Advisory Partners
Colorado
$19.4M +$18.5M +135,361 +1,986%
RFA
62
RTD Financial Advisors
Pennsylvania
$18.6M -$3.8M -28,768 -17%
FCAM
63
First Citizens Asset Management
North Carolina
$18.5M +$1.22M +9,215 +7%
BCIM
64
Bishop & Co Investment Management
Pennsylvania
$18.1M -$443K -3,354 -2%
Stifel Financial
65
Stifel Financial
Missouri
$17.8M +$446K +3,374 +3%
Goldman Sachs
66
Goldman Sachs
New York
$17.7M +$157K +1,191 +0.9%
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$17.7M -$8.99K -68 -0.1%
LFWA
68
LBJ Family Wealth Advisors
Texas
$16.7M +$72.7K +550 +0.4%
SCM
69
Sterling Capital Management
North Carolina
$16.7M +$2.74M +20,769 +20%
Creative Planning
70
Creative Planning
Kansas
$16.6M +$2.05M +15,510 +14%
SPIA
71
Steward Partners Investment Advisory
New York
$16.3M +$488K +3,696 +3%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$15.8M -$1.42M -10,737 -8%
TSW
73
Thompson Siegel & Walmsley
Virginia
$15.8M -$6.92M -52,341 -30%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$15.2M +$161K +1,222 +1%
APP
75
Avantax Planning Partners
Iowa
$15.1M +$7.66M +57,970 +103%
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