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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 %
DSC
726
Duncker Streett & Co
Missouri
$127K 961 – –
MCA
727
Midwest Capital Advisors
Michigan
$120K 905 – –
MPCG
728
Matrix Private Capital Group
New York
$118K 896 +776 +647%
CCM
729
Cutler Capital Management
Massachusetts
$117K 886 – –
SS
730
Sunbelt Securities
Texas
$116K 900 +742 +470%
CBT
731
CoreFirst Bank & Trust
Kansas
$114K 865 +865 New
OHWP
732
Oak Harbor Wealth Partners
North Carolina
$114K 862 – –
ST
733
Smithfield Trust
Pennsylvania
$111K 831 – –
AAG
734
Armstrong Advisory Group
Massachusetts
$109K 824 +73 +10%
OW
735
Olistico Wealth
Oklahoma
$109K 824 +1 +0.1%
HPIA
736
Hamilton Point Investment Advisors
North Carolina
$108K 814 – –
PK
737
Pflug Koory
Nebraska
$107K 808 – –
CFD
738
Creative Financial Designs
Indiana
$104K 785 – –
BFS
739
Bare Financial Services
Pennsylvania
$104K 784 – –
HIW
740
Holos Integrated Wealth
Pennsylvania
$103K 767 – –
AA
741
Addison Advisors
Vermont
$102K 775 +775 New
GM
742
GeoWealth Management
Illinois
$102K 774 +9 +1%
HNB
743
Hilltop National Bank
Wyoming
$100K 757 +757 New
TC
744
Trust Company
Kansas
$94.7K 717 – –
SIS
745
Sound Income Strategies
Florida
$94.7K 717 +63 +10%
HAP
746
Harbor Asset Planning
Massachusetts
$90.3K 683 +683 New
NRC
747
New Republic Capital
North Carolina
$89.7K 679 – –
SC
748
Steph & Co
Wisconsin
$89.7K 679 – –
CPA
749
Cardiff Park Advisors
California
$88.7K 672 +3 +0.4%
S
750
SignatureFD
Georgia
$88.5K 670 -1,523 -69%
28 29
30
31 32