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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

913 hedge funds and large institutions have $10.6B invested in iShares Russell Mid-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 251 increasing their positions, 347 reducing their positions, and 59 closing their positions.

Holders
913
Holders Change
-24
Holders Change %
-2.56%
% of All Funds
12.4%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.41%
New
58
Increased
251
Reduced
347
Closed
59
Calls
$1.16M
Puts
–
Net Calls
+$1.16M
Net Calls Change
-$652K

Top Buyers

1
ZBNA
1
Zions Bancorporation, National Association
Utah
$152M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.26B
3
American Century Companies
3
American Century Companies
Missouri
$78.1M
4
PLFA
4
Pacific Life Fund Advisors
California
$50.3M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$22.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$472M
2
ACA
2
Anchor Capital Advisors
Massachusetts
$16.4M
3
SW
3
SVB Wealth
Massachusetts
$0
4
Wells Fargo
4
Wells Fargo
California
$477M
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$426M
Name Market Value Shares Shares
Change 		Shares
Change %
SF
101
Synovus Financial
Georgia
$8.88M 70,528 +748 +1%
EARNEST Partners
102
EARNEST Partners
Georgia
$8.85M 70,261 -60,145 -46%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$8.68M 68,905 +3,109 +5%
AAS
104
Avantax Advisory Services
Texas
$8.3M 65,872 -13,380 -17%
MML Investors Services
105
MML Investors Services
Massachusetts
$8.15M 64,704 -5,864 -8%
PFP
106
Pinnacle Financial Partners
Tennessee
$7.75M 61,499 +2,644 +4%
CI
107
Conning Inc
Connecticut
$7.61M 60,379 -503 -0.8%
IWA
108
Inspirion Wealth Advisors
Illinois
$7.55M 59,899 -111 -0.2%
SEI Investments
109
SEI Investments
Pennsylvania
$7.47M 59,276 +56,413 +1,970%
APP
110
Avantax Planning Partners
Iowa
$7.09M 56,315 +2,167 +4%
MCCA
111
Mill Creek Capital Advisors
Pennsylvania
$7.02M 55,749 -5,992 -10%
IWM
112
Inlight Wealth Management
Georgia
$6.96M 55,248 -300 -0.5%
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$6.89M 54,763 -1,528 -3%
NA
114
NewEdge Advisors
Louisiana
$6.79M 53,879 -195 -0.4%
PAG
115
Private Advisor Group
New Jersey
$6.59M 52,327 -1,240 -2%
PIA
116
Powell Investment Advisors
Florida
$6.47M 51,350 +1,823 +4%
PWCM
117
Processus Wealth & Capital Management
Tennessee
$6.4M 50,777 +1,125 +2%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$6.3M 50,000 +49,994 +833,233%
Bank of New York Mellon
119
Bank of New York Mellon
New York
$6.26M 49,691 +24,852 +100%
KCM
120
Kennedy Capital Management
Missouri
$6.18M 49,052 -4,068 -8%
CG
121
Corundum Group
Colorado
$6.15M 48,818 -1,011 -2%
MWM
122
Modera Wealth Management
New Jersey
$6.09M 48,377 -727 -1%
JJBC
123
James J. Burns & Company
New York
$6.09M 48,313 -275 -0.6%
KFP
124
KMG Fiduciary Partners
Ohio
$6.03M 47,874 +4,126 +9%
BFG
125
Bleakley Financial Group
New Jersey
$5.85M 46,415 -392 -0.8%
3 4
5
6 7