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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
+$98.4M
2
SW
SVB Wealth
Massachusetts
+$36.8M
3
PLFA
Pacific Life Fund Advisors
California
+$30.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$26.2M
5
Morgan Stanley
Morgan Stanley
New York
+$21.4M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
-$274M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$155M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$99.8M
4
American Century Companies
American Century Companies
Missouri
-$78.1M
5
ZBNA
Zions Bancorporation, National Association
Utah
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
176
Citigroup
New York
$3.08M -$6.56M -49,631 -68%
PWAM
177
Private Wealth Asset Management
Iowa
$3.05M -$131K -993 -4%
ANB
178
Amarillo National Bank
Texas
$2.99M – – –
FC
179
Forte Capital
New York
$2.98M -$287K -2,172 -9%
OC
180
Oppenheimer & Co
New York
$2.95M -$21.4K -162 -0.7%
GVAG
181
Great Valley Advisor Group
Delaware
$2.94M -$5.95K -45 -0.2%
Brown Advisory
182
Brown Advisory
Maryland
$2.93M -$54.2K -410 -2%
Kovitz Investment Group Partners
183
Kovitz Investment Group Partners
Illinois
$2.91M +$2.38K +18 +0.1%
ET
184
Equitable Trust
Tennessee
$2.9M -$40.2K -304 -1%
MEG
185
Millstone Evans Group
Colorado
$2.89M -$1.19K -9 -0%
CCM
186
Condor Capital Management
New Jersey
$2.89M +$34.2K +259 +1%
FPF
187
First Pacific Financial
Washington
$2.83M +$94.9K +718 +3%
GWM
188
Geneos Wealth Management
Colorado
$2.83M -$2.39M -18,096 -46%
SPC
189
Sigma Planning Corp
Michigan
$2.82M -$20.4K -154 -0.7%
Allspring Global Investments
190
Allspring Global Investments
North Carolina
$2.78M -$502K -3,751 -15%
Pathstone Holdings
191
Pathstone Holdings
New Jersey
$2.76M -$1.36M -10,308 -33%
SYBT
192
Stock Yards Bank & Trust
Kentucky
$2.75M +$8.06K +61 +0.3%
AB
193
Atlas Brown
Kentucky
$2.75M +$22.1K +167 +0.8%
TA
194
Tectonic Advisors
Texas
$2.74M +$332K +2,516 +14%
FWP
195
FAS Wealth Partners
Kansas
$2.73M +$18.5K +140 +0.7%
Financial Engines Advisors
196
Financial Engines Advisors
California
$2.73M +$569K +4,309 +26%
BJL
197
Brighton Jones LLC
Washington
$2.64M +$43.7K +331 +2%
WIC
198
Whitegate Investment Counselors
New Hampshire
$2.62M – – –
GRP
199
Global Retirement Partners
California
$2.52M +$2.52M +19,075 New
AI
200
Auour Investments
Massachusetts
$2.51M -$171K -1,294 -6%
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