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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 %
FC
176
Forte Capital
New York
$3.11M 24,693 -1,310 -5%
Allspring Global Investments
177
Allspring Global Investments
North Carolina
$3.1M 24,550 -52 -0.2%
William Blair & Company
178
William Blair & Company
Illinois
$3.09M 24,528 -396 -2%
HSA
179
HBK Sorce Advisory
Pennsylvania
$3.06M 24,277 -22 -0.1%
PWAM
180
Private Wealth Asset Management
Iowa
$3.03M 24,062 +24,062 New
HIA
181
Harbor Investment Advisory
Maryland
$2.98M 23,644 – –
WFS
182
Widmann Financial Services
Maryland
$2.95M 23,419 +681 +3%
MCA
183
MSH Capital Advisors
Arizona
$2.93M 23,282 -648 -3%
Brown Advisory
184
Brown Advisory
Maryland
$2.85M 22,599 +2,705 +14%
ANB
185
Amarillo National Bank
Texas
$2.85M 22,592 – –
OC
186
Oppenheimer & Co
New York
$2.83M 22,462 -391 -2%
GVAG
187
Great Valley Advisor Group
Delaware
$2.8M 22,257 -274 -1%
ET
188
Equitable Trust
Tennessee
$2.8M 22,255 +3,786 +20%
AI
189
Atria Investments
North Carolina
$2.78M 22,050 -6,151 -22%
Kovitz Investment Group Partners
190
Kovitz Investment Group Partners
Illinois
$2.77M 22,028 -289 -1%
MEG
191
Millstone Evans Group
Colorado
$2.76M 21,899 -337 -2%
CCM
192
Condor Capital Management
New Jersey
$2.72M 21,593 -4,534 -17%
SPC
193
Sigma Planning Corp
Michigan
$2.71M 21,488 +2,318 +12%
NFW
194
Noble Family Wealth
Florida
$2.65M 21,069 – –
NAAA
195
New Age Alpha Advisors
New York
$2.64M 20,991 +20,991 New
SYBT
196
Stock Yards Bank & Trust
Kentucky
$2.62M 20,785 -653 -3%
FPF
197
First Pacific Financial
Washington
$2.61M 20,704 -81 -0.4%
AB
198
Atlas Brown
Kentucky
$2.6M 20,611 -88 -0.4%
FWP
199
FAS Wealth Partners
Kansas
$2.59M 20,557 -1,344 -6%
BOSSRA
200
B.O.S.S. Retirement Advisors
Utah
$2.58M 20,466 -1,297 -6%
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