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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 %
PWAM
176
Private Wealth Asset Management
Iowa
$3.05M 23,069 -993 -4%
ANB
177
Amarillo National Bank
Texas
$2.99M 22,592 – –
FC
178
Forte Capital
New York
$2.98M 22,521 -2,172 -9%
OC
179
Oppenheimer & Co
New York
$2.95M 22,300 -162 -0.7%
GVAG
180
Great Valley Advisor Group
Delaware
$2.94M 22,212 -45 -0.2%
Brown Advisory
181
Brown Advisory
Maryland
$2.93M 22,189 -410 -2%
Kovitz Investment Group Partners
182
Kovitz Investment Group Partners
Illinois
$2.91M 22,046 +18 +0.1%
ET
183
Equitable Trust
Tennessee
$2.9M 21,951 -304 -1%
MEG
184
Millstone Evans Group
Colorado
$2.89M 21,890 -9 -0%
CCM
185
Condor Capital Management
New Jersey
$2.89M 21,852 +259 +1%
FPF
186
First Pacific Financial
Washington
$2.83M 21,422 +718 +3%
GWM
187
Geneos Wealth Management
Colorado
$2.83M 21,393 -18,096 -46%
SPC
188
Sigma Planning Corp
Michigan
$2.82M 21,334 -154 -0.7%
Allspring Global Investments
189
Allspring Global Investments
North Carolina
$2.78M 20,799 -3,751 -15%
Pathstone Holdings
190
Pathstone Holdings
New Jersey
$2.76M 20,904 -10,308 -33%
SYBT
191
Stock Yards Bank & Trust
Kentucky
$2.75M 20,846 +61 +0.3%
AB
192
Atlas Brown
Kentucky
$2.75M 20,778 +167 +0.8%
TA
193
Tectonic Advisors
Texas
$2.74M 20,701 +2,516 +14%
FWP
194
FAS Wealth Partners
Kansas
$2.73M 20,697 +140 +0.7%
Financial Engines Advisors
195
Financial Engines Advisors
California
$2.73M 20,646 +4,309 +26%
BJL
196
Brighton Jones LLC
Washington
$2.64M 19,957 +331 +2%
WIC
197
Whitegate Investment Counselors
New Hampshire
$2.62M 19,817 – –
GRP
198
Global Retirement Partners
California
$2.52M 19,075 +19,075 New
AI
199
Auour Investments
Massachusetts
$2.51M 19,020 -1,294 -6%
EAM
200
Eukles Asset Management
Ohio
$2.51M 18,991 -364 -2%
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