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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 %
AI
101
Accredited Investors
Minnesota
$8.87M 67,108 -7,089 -10%
XF
102
XML Financial
Maryland
$8.72M 65,980 +24,136 +58%
EARNEST Partners
103
EARNEST Partners
Georgia
$8.54M 64,611 -5,650 -8%
Bank of New York Mellon
104
Bank of New York Mellon
New York
$8.28M 62,661 +12,970 +26%
MML Investors Services
105
MML Investors Services
Massachusetts
$8.22M 62,213 -2,491 -4%
NA
106
NewEdge Advisors
Louisiana
$7.92M 59,905 +6,026 +11%
IWA
107
Inspirion Wealth Advisors
Illinois
$7.9M 59,813 -86 -0.1%
LI
108
LifeWealth Investments
Florida
$7.48M 56,607 +20,208 +56%
MCCA
109
Mill Creek Capital Advisors
Pennsylvania
$7.37M 55,749 – –
PAS
110
Park Avenue Securities
New York
$7.33M 55,485 +22,411 +68%
IWM
111
Inlight Wealth Management
Georgia
$7.31M 55,344 +96 +0.2%
AAS
112
Avantax Advisory Services
Texas
$7.27M 55,042 -10,830 -16%
PIA
113
Powell Investment Advisors
Florida
$7.05M 53,335 +1,985 +4%
HBS
114
Howard Bailey Securities
Indiana
$6.88M 52,084 +8,967 +21%
PAG
115
Private Advisor Group
New Jersey
$6.87M 51,987 -340 -0.6%
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$6.79M 51,334 -3,429 -6%
PWCM
117
Processus Wealth & Capital Management
Tennessee
$6.72M 50,861 +84 +0.2%
KFP
118
KMG Fiduciary Partners
Ohio
$6.65M 50,336 +2,462 +5%
CG
119
Corundum Group
Colorado
$6.61M 49,998 +1,180 +2%
JJBC
120
James J. Burns & Company
New York
$6.54M 49,516 +1,203 +2%
ML
121
McAdam LLC
Pennsylvania
$6.49M 49,117 +12,233 +33%
MWM
122
Modera Wealth Management
New Jersey
$6.4M 48,412 +35 +0.1%
CI
123
Conning Inc
Connecticut
$6.21M 47,016 -13,363 -22%
BFG
124
Bleakley Financial Group
New Jersey
$5.99M 45,364 -1,051 -2%
FMII
125
Farmers & Merchants Investments Inc
Nebraska
$5.76M 43,589 -172 -0.4%
3 4
5
6 7