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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 %
MFG
201
Merit Financial Group
Georgia
$2.5M 19,821 -1,342 -6%
WIC
202
Whitegate Investment Counselors
New Hampshire
$2.5M 19,817 – –
AI
203
Auour Investments
Massachusetts
$2.49M 20,314 -10,092 -33%
BJL
204
Brighton Jones LLC
Washington
$2.47M 19,626 -1,044 -5%
EAM
205
Eukles Asset Management
Ohio
$2.44M 19,355 -193 -1%
BBHC
206
Brown Brothers Harriman & Co
New York
$2.37M 18,845 +9,104 +93%
TC
207
TownSquare Capital
Utah
$2.37M 18,818 +218 +1%
Fuller & Thaler Asset Management
208
Fuller & Thaler Asset Management
California
$2.36M 18,738 -35,973 -66%
AF
209
Advisornet Financial
Minnesota
$2.32M 18,453 +167 +0.9%
BlackRock
210
BlackRock
New York
$2.31M 18,346 -14,007 -43%
CL
211
Choreo LLC
Illinois
$2.3M 18,290 -1,093 -6%
TA
212
Tectonic Advisors
Texas
$2.29M 18,185 +2,052 +13%
WB
213
WesBanco Bank
West Virginia
$2.29M 18,147 -200 -1%
WT
214
Whittier Trust
California
$2.28M 18,083 – –
TCM
215
Telos Capital Management
California
$2.27M 17,985 +842 +5%
Vanguard Group
216
Vanguard Group
Pennsylvania
$2.24M 17,804 +272 +2%
WTB
217
Washington Trust Bank
Washington
$2.22M 17,597 +6,276 +55%
FCI
218
Financial Counselors Inc
Kansas
$2.21M 17,570 +1,516 +9%
WTC
219
WhitTier Trust Company
Nevada
$2.2M 17,494 -331 -2%
Cerity Partners
220
Cerity Partners
New York
$2.14M 16,981 -6,648 -28%
Thrivent Financial for Lutherans
221
Thrivent Financial for Lutherans
Minnesota
$2.12M 16,061 +1,583 +11%
UAS
222
United Asset Strategies
New York
$2.11M 16,714 +362 +2%
ATPW
223
Ashton Thomas Private Wealth
Arizona
$2.11M 16,713 -148 -0.9%
GIM
224
Goelzer Investment Management
Indiana
$2.08M 16,495 -464 -3%
Financial Engines Advisors
225
Financial Engines Advisors
California
$2.06M 16,337 -313 -2%
7 8
9
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