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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

873 hedge funds and large institutions have $10.7B invested in iShares Russell Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 267 increasing their positions, 298 reducing their positions, and 43 closing their positions.

Holders
873
Holders Change
+23
Holders Change %
+2.71%
% of All Funds
12.63%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.41%
New
73
Increased
267
Reduced
298
Closed
43
Calls
$4.77M
Puts
$212K
Net Calls
+$4.56M
Net Calls Change
-$666K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.15B
2
MCC
2
Money Concepts Capital
Florida
$46.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$428M
4
SCM
4
Sterling Capital Management
North Carolina
$15.7M
5
FWM
5
FSA Wealth Management
Massachusetts
$15.3M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$501M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$339M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$506M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$0
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.47M
Name Market Value Shares Shares
Change 		Shares
Change %
OPS
251
Orion Portfolio Solutions
Nebraska
$1.62M 12,216 +2,895 +31%
Tudor Investment Corp
252
Tudor Investment Corp
Connecticut
$1.61M 12,191 +4,787 +65%
RCAG
253
Rehmann Capital Advisory Group
Michigan
$1.61M 12,156 -168 -1%
WIM
254
Wittenberg Investment Management
Massachusetts
$1.6M 8,262 -5,000 -38%
PSF
255
Pacific Sun Financial
California
$1.58M 11,954 -330 -3%
Fuller & Thaler Asset Management
256
Fuller & Thaler Asset Management
California
$1.57M 11,889 -7,681 -39%
P
257
&Partners
Tennessee
$1.57M 11,874 +4,806 +68%
WANY
258
Wealthspire Advisors (New York)
New York
$1.57M 11,844 +1,116 +10%
MAM
259
MWA Asset Management
Massachusetts
$1.55M 11,689 +207 +2%
PFA
260
Pure Financial Advisors
California
$1.54M 11,681 +203 +2%
PFS
261
Prospera Financial Services
Texas
$1.53M 11,602 +1,127 +11%
MCM
262
MV Capital Management
Maryland
$1.53M 11,554 +1,099 +11%
ACA
263
Aptus Capital Advisors
Alabama
$1.52M 11,491 +728 +7%
ACA
264
Affinity Capital Advisors
California
$1.52M 11,488 – –
PPC
265
Park Place Capital
Alabama
$1.52M 11,470 -57 -0.5%
SIG
266
Stonegate Investment Group
Alabama
$1.49M 11,259 +6,075 +117%
Focus Partners Wealth
267
Focus Partners Wealth
Massachusetts
$1.47M 11,085 -226,055 -95%
KWM
268
Kingsview Wealth Management
Oregon
$1.46M 11,051 -54 -0.5%
CFO
269
Callan Family Office
Pennsylvania
$1.43M 10,793 – –
LB
270
Legacy Bridge
Iowa
$1.43M 10,781 – –
RB
271
Renasant Bank
Mississippi
$1.43M 10,778 -57 -0.5%
SFA
272
Sequoia Financial Advisors
Ohio
$1.42M 10,708 -577 -5%
BFC
273
Bedel Financial Consulting
Indiana
$1.4M 10,585 +167 +2%
FFA
274
First Foundation Advisors
California
$1.39M 10,544 +465 +5%
EWA
275
ERTS Wealth Advisors
Michigan
$1.39M 10,518 -110 -1%
9 10
11
12 13