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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
$1.42B
2
SW
SVB Wealth
Massachusetts
$36.8M
3
PLFA
Pacific Life Fund Advisors
California
$83.3M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$32.8M
5
Morgan Stanley
Morgan Stanley
New York
$1.08B

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
$302M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$367M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$340M
4
American Century Companies
American Century Companies
Missouri
$0
5
ZBNA
Zions Bancorporation, National Association
Utah
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.42B +$98.4M +748,019 +7%
Morgan Stanley
2
Morgan Stanley
New York
$1.08B +$21.4M +161,802 +2%
Wells Fargo
3
Wells Fargo
California
$502M +$1.39M +10,555 +0.3%
Bank of America
4
Bank of America
North Carolina
$497M +$2.16M +16,361 +0.4%
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$448M +$1.5M +11,380 +0.3%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$367M -$155M -1,169,609 -30%
FCBT
7
First Citizens Bank & Trust
North Carolina
$346M -$356K -2,691 -0.1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$340M -$99.8M -755,199 -23%
US Bancorp
9
US Bancorp
Minnesota
$302M -$274M -2,070,502 -48%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$290M -$8.31M -62,923 -3%
CB
11
Commerce Bank
Missouri
$276M -$16.9M -127,659 -6%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$260M -$2.34M -17,741 -0.9%
UBS Group
13
UBS Group
Switzerland
$218M -$3.86M -29,249 -2%
Betterment LLC
14
Betterment LLC
New York
$217M -$9.41M -71,250 -4%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$177M -$10.7M -80,646 -6%
LPL Financial
16
LPL Financial
California
$154M +$351K +2,657 +0.2%
Ameriprise
17
Ameriprise
Minnesota
$149M +$4.89M +36,938 +3%
CCWM
18
Cassaday & Co Wealth Management
Virginia
$129M +$628K +4,749 +0.5%
ZBNA
19
Zions Bancorporation, National Association
Utah
$128M -$31.2M -236,421 -20%
Victory Capital Management
20
Victory Capital Management
Texas
$125M +$1.61M +12,196 +1%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$111M +$17.7M +133,818 +19%
SI
22
Stephens Inc
Arkansas
$110M +$2.53M +19,155 +2%
SGAM
23
Stephens Group Asset Management
Arkansas
$98.3M +$4.33M +32,801 +5%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$89.5M -$1.95M -14,786 -2%
PLFA
25
Pacific Life Fund Advisors
California
$83.3M +$30.5M +230,878 +58%
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