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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 %
BMWS
151
Brady Martz Wealth Solutions
North Dakota
$4.24M 33,632 -519 -2%
SW
152
Simplicity Wealth
New Jersey
$4.2M 33,363 +31,448 +1,642%
PAS
153
Park Avenue Securities
New York
$4.17M 33,074 -3,299 -9%
LA
154
LWM Advisors
California
$4.05M 32,137 +180 +0.6%
FFN
155
Focus Financial Network
Minnesota
$3.97M 31,484 +709 +2%
Pathstone Holdings
156
Pathstone Holdings
New Jersey
$3.94M 31,212 -3,252 -9%
FWP
157
Falcon Wealth Planning
California
$3.9M 30,968 -562 -2%
T. Rowe Price Associates
158
T. Rowe Price Associates
Maryland
$3.87M 30,708 – –
PGFC
159
Peapack-Gladstone Financial Corp
New Jersey
$3.84M 30,460 -785 -3%
GT
160
Glenmede Trust
Pennsylvania
$3.83M 30,408 +10,728 +55%
EC
161
Estate Counselors
Wisconsin
$3.81M 30,250 +30,250 New
BIM
162
Bridges Investment Management
Nebraska
$3.79M 30,048 +57 +0.2%
AWS
163
Atria Wealth Solutions
New York
$3.74M 29,712 -1,752 -6%
RFC
164
Regions Financial Corp
Alabama
$3.72M 29,562 +536 +2%
WMWM
165
Whitaker-Myers Wealth Managers
Ohio
$3.65M 28,959 +926 +3%
ATI
166
ARK & TLK Investments
Oklahoma
$3.59M 28,477 – –
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
$3.56M 28,252 +28,252 New
NFC
168
Northeast Financial Consultants
Connecticut
$3.51M 27,828 – –
RWP
169
RWA Wealth Partners
Massachusetts
$3.5M 27,775 -155 -0.6%
CWM
170
Connecticut Wealth Management
Connecticut
$3.48M 27,609 – –
VA
171
VestGen Advisors
Illinois
$3.45M 27,357 +27,357 New
CHC
172
City Holding Co
West Virginia
$3.35M 26,560 -56 -0.2%
SFG
173
Sage Financial Group
Pennsylvania
$3.2M 25,430 -133 -0.5%
HAFS
174
Hapanowicz & Associates Financial Services
Pennsylvania
$3.19M 25,308 -2,671 -10%
FCP
175
Fidelis Capital Partners
Florida
$3.12M 25,629 +56 +0.2%
5 6
7
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