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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
12.13%
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
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
+$98.4M
2
SW
SVB Wealth
Massachusetts
+$36.8M
3
PLFA
Pacific Life Fund Advisors
California
+$30.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$26.2M
5
Morgan Stanley
Morgan Stanley
New York
+$21.4M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
-$274M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$155M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$99.8M
4
American Century Companies
American Century Companies
Missouri
-$78.1M
5
ZBNA
Zions Bancorporation, National Association
Utah
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
801
Glen Eagle Advisors
New Jersey
$34.9K – – –
TIM
802
Tortoise Investment Management
New York
$34.8K – – –
TPW
803
Talon Private Wealth
Florida
$34.1K +$34.1K +258 New
HR
804
Howe & Rusling
New York
$33.8K +$31.2K +236 +1,180%
RFA
805
Register Financial Advisors
Georgia
$33.6K – – –
CBT
806
Crews Bank & Trust
Florida
$33.4K – – –
NWM
807
Nova Wealth Management
Florida
$33.3K – – –
TCOT
808
Trust Company of Toledo
Ohio
$33.2K +$33.2K +251 New
HFS
809
Hughes Financial Services
Virginia
$33K – – –
GWANC
810
Guardian Wealth Advisors (North Carolina)
North Carolina
$33K – – –
LWMI
811
Legacy Wealth Management (Idaho)
Idaho
$32.9K – – –
LIS
812
Legacy Investment Solutions
Idaho
$32.9K +$32.9K +249 New
CWM
813
CarsonAllaria Wealth Management
Illinois
$32.6K – – –
PP
814
PrairieView Partners
Minnesota
$32K – – –
CSB
815
City State Bank
Iowa
$31.7K – – –
BWL
816
Bogart Wealth LLC
Virginia
$31.6K +$4.76K +36 +18%
GWP
817
Gen-Wealth Partners
Michigan
$31.6K +$396 +3 +1%
RIL
818
Rothschild Investment LLC
Illinois
$29.7K – – –
ACA
819
American Capital Advisory
Idaho
$29.1K – – –
TCA
820
Trifecta Capital Advisors
Illinois
$29.1K – – –
BONH
821
Bank of New Hampshire
New Hampshire
$28.3K – – –
WIM
822
Westside Investment Management
California
$26.8K +$13.9K +104 +108%
RA
823
Rise Advisors
New York
$26.6K +$1.06K +8 +4%
BAM
824
Bellevue Asset Management
Washington
$26.4K – – –
MFC
825
Mechanics Financial Corp
Ohio
$26K – – –
31 32
33
34 35