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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
+$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 %
KG
901
Kilter Group
New York
$925 +$925 +7 New
BIA
902
Bell Investment Advisors
California
$793 – – –
CFS
903
Compass Financial Services
Iowa
$531 +$531 +4 New
MSG
904
Main Street Group
Virginia
$529 – – –
WWM
905
Wagner Wealth Management
South Carolina
$132 – – –
1NWS
906
1 North Wealth Services
Maryland
$87 – – –
American Century Companies
907
American Century Companies
Missouri
– -$78.1M -619,916 Closed
Wellington Management Group
908
Wellington Management Group
Massachusetts
– -$22.1M -175,806 Closed
SEI Investments
909
SEI Investments
Pennsylvania
– -$7.47M -59,276 Closed
Jane Street
910
Jane Street
New York
– -$5.27M -41,827 Closed
EC
911
Estate Counselors
Wisconsin
– -$3.81M -30,250 Closed
Susquehanna International Group
912
Susquehanna International Group
Pennsylvania
– -$3.56M -28,252 Closed
FCI
913
Financial Counselors Inc
Kansas
– -$2.21M -17,570 Closed
UAS
914
United Asset Strategies
New York
– -$2.11M -16,714 Closed
TC
915
TradeLink Capital
Illinois
– -$1.78M -14,100 Closed
UF
916
Univest Financial
Pennsylvania
– -$1.5M -11,926 Closed
JFG
917
Jefferies Financial Group
New York
– -$722K -5,733 Closed
TRCT
918
Tower Research Capital (TRC)
New York
– -$715K -5,674 Closed
Prudential Financial
919
Prudential Financial
New Jersey
– -$642K -5,100 Closed
QC
920
Quadrature Capital
United Kingdom
– -$461K -3,655 Closed
PA
921
PFG Advisors
Arizona
– -$422K -3,349 Closed
CFG
922
Clayton Financial Group
Missouri
– -$401K -3,183 Closed
FTUS
923
Flow Traders U.S.
New York
– -$391K -3,101 Closed
CG
924
Cynosure Group
Utah
– -$378K -3,003 Closed
CA
925
Continuum Advisory
Idaho
– -$364K -2,887 Closed
35 36
37
38 39