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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 %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.26B 10,056,638 +736,389 +8%
Morgan Stanley
2
Morgan Stanley
New York
$1.01B 7,997,577 +67,682 +0.9%
US Bancorp
3
US Bancorp
Minnesota
$549M 4,355,252 +103,969 +2%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$497M 3,944,685 +60,435 +2%
Wells Fargo
5
Wells Fargo
California
$477M 3,789,786 -279,437 -7%
Bank of America
6
Bank of America
North Carolina
$472M 3,743,377 -454,572 -11%
TIAA Trust, National Association
7
TIAA Trust, National Association
North Carolina
$426M 3,381,633 -247,545 -7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$420M 3,331,471 -36,585 -1%
FCBT
9
First Citizens Bank & Trust
North Carolina
$330M 2,621,658 +51,406 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$284M 2,257,427 +109,126 +5%
CB
11
Commerce Bank
Missouri
$279M 2,215,305 -75,127 -3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$250M 1,988,150 -27,974 -1%
Betterment LLC
13
Betterment LLC
New York
$216M 1,710,860 -84,345 -5%
UBS Group
14
UBS Group
Switzerland
$211M 1,676,983 -18,586 -1%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$179M 1,422,498 -23,213 -2%
ZBNA
16
Zions Bancorporation, National Association
Utah
$152M 1,204,677 +1,204,677 New
LPL Financial
17
LPL Financial
California
$146M 1,161,640 +59,050 +5%
Ameriprise
18
Ameriprise
Minnesota
$137M 1,091,185 -106,921 -9%
CCWM
19
Cassaday & Co Wealth Management
Virginia
$122M 972,214 +5,654 +0.6%
Victory Capital Management
20
Victory Capital Management
Texas
$117M 931,100 -135,900 -13%
SI
21
Stephens Inc
Arkansas
$103M 816,571 -6,996 -0.8%
SGAM
22
Stephens Group Asset Management
Arkansas
$89.6M 711,118 +42,503 +6%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$88.5M 702,523 -70,209 -9%
Raymond James Financial
24
Raymond James Financial
Florida
$87.4M 693,998 -61,281 -8%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$87.2M 692,365 -35,095 -5%
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