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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 %
TPW
801
Talon Private Wealth
Florida
$34.1K 258 +258 New
HR
802
Howe & Rusling
New York
$33.8K 256 +236 +1,180%
RFA
803
Register Financial Advisors
Georgia
$33.6K 254 – –
CBT
804
Crews Bank & Trust
Florida
$33.4K 253 – –
NWM
805
Nova Wealth Management
Florida
$33.3K 252 – –
TCOT
806
Trust Company of Toledo
Ohio
$33.2K 251 +251 New
HFS
807
Hughes Financial Services
Virginia
$33K 247 – –
GWANC
808
Guardian Wealth Advisors (North Carolina)
North Carolina
$33K 250 – –
LWMI
809
Legacy Wealth Management (Idaho)
Idaho
$32.9K 249 – –
LIS
810
Legacy Investment Solutions
Idaho
$32.9K 249 +249 New
CWM
811
CarsonAllaria Wealth Management
Illinois
$32.6K 247 – –
PP
812
PrairieView Partners
Minnesota
$32K 243 – –
CSB
813
City State Bank
Iowa
$31.7K 240 – –
BWL
814
Bogart Wealth LLC
Virginia
$31.6K 239 +36 +18%
GWP
815
Gen-Wealth Partners
Michigan
$31.6K 239 +3 +1%
RIL
816
Rothschild Investment LLC
Illinois
$29.7K 225 – –
TCA
817
Trifecta Capital Advisors
Illinois
$29.1K 220 – –
ACA
818
American Capital Advisory
Idaho
$29.1K 220 – –
BONH
819
Bank of New Hampshire
New Hampshire
$28.3K 214 – –
WIM
820
Westside Investment Management
California
$26.8K 200 +104 +108%
RA
821
Rise Advisors
New York
$26.6K 202 +8 +4%
BAM
822
Bellevue Asset Management
Washington
$26.4K 200 – –
MFC
823
Mechanics Financial Corp
Ohio
$26K 197 – –
PIP
824
Peachtree Investment Partners
Florida
$25.4K 192 +1 +0.5%
CT
825
Clearstead Trust
Maine
$25.2K 191 +191 New
31 32
33
34 35