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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
12.13%
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
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 %
EAM
201
Eukles Asset Management
Ohio
$2.51M -$48.1K -364 -2%
BBHC
202
Brown Brothers Harriman & Co
New York
$2.5M +$10K +76 +0.4%
TCM
203
Telos Capital Management
California
$2.5M +$122K +921 +5%
AI
204
Atria Investments
North Carolina
$2.48M -$436K -3,301 -15%
BlackRock
205
BlackRock
New York
$2.47M +$41.9K +317 +2%
WT
206
Whittier Trust
California
$2.41M +$25K +189 +1%
WB
207
WesBanco Bank
West Virginia
$2.4M +$3.17K +24 +0.1%
Renaissance Technologies
208
Renaissance Technologies
New York
$2.39M +$2.39M +18,100 New
CL
209
Choreo LLC
Illinois
$2.35M -$65.9K -499 -3%
WTC
210
WhitTier Trust Company
Nevada
$2.34M +$28.7K +217 +1%
Vanguard Group
211
Vanguard Group
Pennsylvania
$2.34M -$16.3K -123 -0.7%
NFW
212
Noble Family Wealth
Florida
$2.27M -$510K -3,856 -18%
ASN
213
Advisory Services Network
Georgia
$2.27M +$759K +5,641 +50%
SWGC
214
Summit Wealth Group (Colorado)
Colorado
$2.26M +$2.26M +17,111 New
NFG
215
Nations Financial Group
Iowa
$2.23M +$339K +2,564 +18%
Cerity Partners
216
Cerity Partners
New York
$2.17M -$80K -605 -4%
BP
217
Ballentine Partners
Massachusetts
$2.14M +$1.19K +9 +0.1%
GIM
218
Goelzer Investment Management
Indiana
$2.13M -$45.9K -347 -2%
FFA
219
First Foundation Advisors
California
$2.07M +$380K +2,874 +22%
SAM
220
Sequent Asset Management
Texas
$2.05M – – –
HNB
221
Huntington National Bank
Ohio
$2.05M -$1.93M – –
PS
222
Principal Securities
Iowa
$2.01M -$75.3K -570 -4%
ABWM
223
Alpine Bank Wealth Management
Colorado
$2M – – –
TA
224
TFB Advisors
Kansas
$2M -$108K -821 -5%
TCA
225
Transcend Capital Advisors
New Jersey
$1.99M +$803K +6,074 +67%
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