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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 %
BBHC
201
Brown Brothers Harriman & Co
New York
$2.5M 18,921 +76 +0.4%
TCM
202
Telos Capital Management
California
$2.5M 18,906 +921 +5%
AI
203
Atria Investments
North Carolina
$2.48M 18,749 -3,301 -15%
BlackRock
204
BlackRock
New York
$2.47M 18,663 +317 +2%
WT
205
Whittier Trust
California
$2.41M 18,272 +189 +1%
WB
206
WesBanco Bank
West Virginia
$2.4M 18,171 +24 +0.1%
Renaissance Technologies
207
Renaissance Technologies
New York
$2.39M 18,100 +18,100 New
CL
208
Choreo LLC
Illinois
$2.35M 17,791 -499 -3%
WTC
209
WhitTier Trust Company
Nevada
$2.34M 17,711 +217 +1%
Vanguard Group
210
Vanguard Group
Pennsylvania
$2.34M 17,681 -123 -0.7%
NFW
211
Noble Family Wealth
Florida
$2.27M 17,213 -3,856 -18%
ASN
212
Advisory Services Network
Georgia
$2.27M 16,877 +5,641 +50%
SWGC
213
Summit Wealth Group (Colorado)
Colorado
$2.26M 17,111 +17,111 New
NFG
214
Nations Financial Group
Iowa
$2.23M 16,880 +2,564 +18%
Cerity Partners
215
Cerity Partners
New York
$2.17M 16,376 -605 -4%
BP
216
Ballentine Partners
Massachusetts
$2.14M 16,170 +9 +0.1%
GIM
217
Goelzer Investment Management
Indiana
$2.13M 16,148 -347 -2%
FFA
218
First Foundation Advisors
California
$2.07M 15,653 +2,874 +22%
SAM
219
Sequent Asset Management
Texas
$2.05M 15,536 – –
HNB
220
Huntington National Bank
Ohio
– – – –
PS
221
Principal Securities
Iowa
$2.01M 15,198 -570 -4%
ABWM
222
Alpine Bank Wealth Management
Colorado
$2M 15,170 – –
TA
223
TFB Advisors
Kansas
$2M 15,106 -821 -5%
TCA
224
Transcend Capital Advisors
New Jersey
$1.99M 15,087 +6,074 +67%
NI
225
Nuance Investments
Missouri
$1.99M 15,045 -81,963 -84%
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