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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
$1.42B
2
SW
SVB Wealth
Massachusetts
$36.8M
3
PLFA
Pacific Life Fund Advisors
California
$83.3M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$32.8M
5
Morgan Stanley
Morgan Stanley
New York
$1.08B

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
$302M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$367M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$340M
4
American Century Companies
American Century Companies
Missouri
$0
5
ZBNA
Zions Bancorporation, National Association
Utah
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFCP
101
Twin Focus Capital Partners
Massachusetts
$9.04M -$310K -2,345 -3%
AI
102
Accredited Investors
Minnesota
$8.87M -$937K -7,089 -10%
XF
103
XML Financial
Maryland
$8.72M +$3.19M +24,136 +58%
EARNEST Partners
104
EARNEST Partners
Georgia
$8.54M -$747K -5,650 -8%
Bank of New York Mellon
105
Bank of New York Mellon
New York
$8.28M +$1.71M +12,970 +26%
MML Investors Services
106
MML Investors Services
Massachusetts
$8.22M -$329K -2,491 -4%
NA
107
NewEdge Advisors
Louisiana
$7.92M +$796K +6,026 +11%
IWA
108
Inspirion Wealth Advisors
Illinois
$7.9M -$11.4K -86 -0.1%
LI
109
LifeWealth Investments
Florida
$7.48M +$2.67M +20,208 +56%
MCCA
110
Mill Creek Capital Advisors
Pennsylvania
$7.37M – – –
PAS
111
Park Avenue Securities
New York
$7.33M +$2.96M +22,411 +68%
IWM
112
Inlight Wealth Management
Georgia
$7.31M +$12.7K +96 +0.2%
AAS
113
Avantax Advisory Services
Texas
$7.27M -$1.43M -10,830 -16%
PIA
114
Powell Investment Advisors
Florida
$7.05M +$262K +1,985 +4%
HBS
115
Howard Bailey Securities
Indiana
$6.88M +$1.18M +8,967 +21%
PAG
116
Private Advisor Group
New Jersey
$6.87M -$44.9K -340 -0.6%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$6.79M -$453K -3,429 -6%
PWCM
118
Processus Wealth & Capital Management
Tennessee
$6.72M +$11.1K +84 +0.2%
KFP
119
KMG Fiduciary Partners
Ohio
$6.65M +$325K +2,462 +5%
CG
120
Corundum Group
Colorado
$6.61M +$156K +1,180 +2%
JJBC
121
James J. Burns & Company
New York
$6.54M +$159K +1,203 +2%
ML
122
McAdam LLC
Pennsylvania
$6.49M +$1.62M +12,233 +33%
MWM
123
Modera Wealth Management
New Jersey
$6.4M +$4.63K +35 +0.1%
CI
124
Conning Inc
Connecticut
$6.21M -$1.77M -13,363 -22%
BFG
125
Bleakley Financial Group
New Jersey
$5.99M -$139K -1,051 -2%
3 4
5
6 7