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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

850 hedge funds and large institutions have $11.4B invested in iShares Russell Mid-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 247 increasing their positions, 320 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
–
Holders Change %
0%
% of All Funds
12.32%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.43%
New
65
Increased
247
Reduced
320
Closed
55
Calls
$7.07M
Puts
$276K
Net Calls
+$6.79M
Net Calls Change
-$358K

Top Buyers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$507M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$354M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$980M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$37.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$345M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$998M
2
AWM
2
AE Wealth Management
Kansas
$35.2M
3
SC
3
Sasco Capital
Connecticut
$0
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$1.58B
5
Victory Capital Management
5
Victory Capital Management
Texas
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
226
Advisornet Financial
Minnesota
$1.82M +$145K +1,160 +9%
TWM
227
Tradition Wealth Management
Minnesota
$1.8M -$1.78M -14,235 -50%
HFBOT
228
Home Federal Bank of Tennessee
Tennessee
$1.78M -$59K -471 -3%
WI
229
Wintrust Investments
Illinois
$1.75M +$25.8K +206 +2%
Bessemer Group
230
Bessemer Group
New Jersey
$1.73M +$526K +4,195 +44%
Cerity Partners
231
Cerity Partners
New York
$1.7M -$12.4K -99 -0.7%
TA
232
TFB Advisors
Kansas
$1.69M +$56.8K +478 +3%
Franklin Resources
233
Franklin Resources
California
$1.69M +$59.4K +474 +4%
BPA
234
Beacon Pointe Advisors
California
$1.69M +$139K +1,108 +9%
PWS
235
Peloton Wealth Strategists
Indiana
$1.68M +$114K +913 +7%
WMWM
236
Whitaker-Myers Wealth Managers
Ohio
$1.66M -$99.6K -795 -6%
IFPG
237
Intrepid Financial Planning Group
Indiana
$1.66M -$2.26K -18 -0.1%
BIA
238
BHK Investment Advisors
Alabama
$1.64M +$451K +3,595 +38%
SWP
239
Stratos Wealth Partners
Ohio
$1.63M -$202K -1,611 -11%
ACA
240
Aptus Capital Advisors
Alabama
$1.63M +$1.5M +11,994 +1,164%
Thrivent Financial for Lutherans
241
Thrivent Financial for Lutherans
Minnesota
$1.61M -$100K -801 -6%
CTC
242
Central Trust Company
Missouri
$1.58M -$71.6K -571 -4%
BFM
243
Broadview Financial Management
Wisconsin
$1.58M +$77.1K +615 +5%
FOA
244
Five Oceans Advisors
California
$1.57M – – –
PSF
245
Pacific Sun Financial
California
$1.55M +$10K +80 +0.7%
RCAG
246
Rehmann Capital Advisory Group
Michigan
$1.54M -$31.2K -249 -2%
SCG
247
Sonata Capital Group
Washington
$1.53M – – –
Allspring Global Investments
248
Allspring Global Investments
North Carolina
$1.49M -$3.3M -26,346 -69%
WTB
249
Washington Trust Bank
Washington
$1.48M -$3.36M -26,791 -69%
FGG
250
Financial Guidance Group
Florida
$1.48M -$72.9K -582 -5%
8 9
10
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