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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 %
CL
251
Choreo LLC
Illinois
$1.47M -$160K -1,280 -10%
ASN
252
Advisory Services Network
Georgia
$1.47M +$26.4K +211 +2%
PPC
253
Park Place Capital
Alabama
$1.46M -$118K -940 -7%
TC
254
TownSquare Capital
Utah
$1.45M +$626K +4,998 +76%
MAM
255
MWA Asset Management
Massachusetts
$1.45M +$24.3K +194 +2%
ACA
256
Affinity Capital Advisors
California
$1.44M – – –
PFA
257
Pure Financial Advisors
California
$1.43M +$2.76K +22 +0.2%
CAG
258
Csenge Advisory Group
Florida
$1.43M +$621K +4,952 +77%
TA
259
Tectonic Advisors
Texas
$1.4M +$517K +4,129 +59%
SFA
260
Sequoia Financial Advisors
Ohio
$1.38M -$40.6K -324 -3%
AAS
261
Ameritas Advisory Services
Nebraska
$1.38M +$445K +3,609 +48%
KWM
262
Kingsview Wealth Management
Oregon
$1.38M -$104K -827 -7%
RB
263
Renasant Bank
Mississippi
$1.36M – – –
LB
264
Legacy Bridge
Iowa
$1.35M -$28.8K -230 -2%
DADC
265
D.A. Davidson & Co
Montana
$1.35M -$380K -3,029 -22%
EWA
266
ERTS Wealth Advisors
Michigan
$1.33M -$50.9K -406 -4%
CC
267
Courier Capital
New York
$1.33M -$58.3K -465 -4%
PFS
268
Prospera Financial Services
Texas
$1.33M -$85.7K -683 -6%
EWA
269
EverSource Wealth Advisors
Alabama
$1.32M +$954K +8,030 +261%
MCM
270
MV Capital Management
Maryland
$1.31M +$5.01K +40 +0.4%
BFC
271
Bedel Financial Consulting
Indiana
$1.31M +$38.5K +307 +3%
WANY
272
Wealthspire Advisors (New York)
New York
$1.3M -$49.9K -398 -4%
Kovitz Investment Group Partners
273
Kovitz Investment Group Partners
Illinois
$1.29M +$152K +1,216 +13%
CCB
274
Country Club Bank
Missouri
$1.28M -$326K -2,601 -20%
MWM
275
Meridian Wealth Management
Kentucky
$1.25M -$43.1K -344 -3%
9 10
11
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