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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 %
FWM
76
FSA Wealth Management
Massachusetts
$14.6M 110,646 -3,638 -3%
FTS
77
Fifth Third Securities
Ohio
$14.4M 108,971 +1,463 +1%
WA
78
Waverly Advisors
Alabama
$14.2M 107,436 -2,068 -2%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$13.9M 105,256 -621 -0.6%
Comerica Bank
80
Comerica Bank
Texas
$13.6M 103,045 -2,402 -2%
PCG
81
Prosperity Consulting Group
Maryland
$13.1M 99,197 +6,382 +7%
ECM
82
Evergreen Capital Management
Washington
$12.8M 96,789 +5,047 +6%
BF
83
BOK Financial
Oklahoma
$12.5M 94,444 +56 +0.1%
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$12.4M 91,868 -657 -0.7%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$12.3M 92,945 -1,139 -1%
OAM
86
Occidental Asset Management
California
$12.2M 92,500 +682 +0.7%
JIC
87
Johnson Investment Counsel
Ohio
$11.7M 88,483 -5,851 -6%
CA
88
Clearstead Advisors
Ohio
$11.3M 85,715 -224 -0.3%
FHA
89
First Horizon Advisors
Tennessee
$10.9M 82,810 +5,459 +7%
BCWM
90
Bartlett & Co Wealth Management
Ohio
$10.9M 82,137 -1,477 -2%
KPWS
91
Kestra Private Wealth Services
Texas
$10.5M 79,445 +4,322 +6%
MCM
92
MAI Capital Management
Ohio
$10.5M 79,110 +2,861 +4%
JFG
93
JMG Financial Group
Illinois
$10.4M 78,414 -418 -0.5%
UB
94
UMB Bank
Missouri
$10.3M 78,233 -7,408 -9%
SC
95
Savant Capital
Illinois
$10.1M 76,564 +196 +0.3%
SW
96
Simplicity Wealth
New Jersey
$9.71M 73,514 +40,151 +120%
SF
97
Synovus Financial
Georgia
$9.64M 72,955 +2,427 +3%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$9.55M 72,242 +3,337 +5%
WFA
99
WestHill Financial Advisors
California
$9.42M 71,318 +199 +0.3%
TFCP
100
Twin Focus Capital Partners
Massachusetts
$9.04M 68,402 -2,345 -3%
2 3
4
5 6