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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

937 hedge funds and large institutions have $10.8B invested in iShares Russell Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 302 increasing their positions, 266 reducing their positions, and 31 closing their positions.

Holders
937
Holders Change
+64
Holders Change %
+7.33%
% of All Funds
12.48%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.35%
New
117
Increased
302
Reduced
266
Closed
31
Calls
$2.43M
Puts
$621K
Net Calls
+$1.81M
Net Calls Change
-$2.75M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$97.7M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.21B
3
Bank of America
3
Bank of America
North Carolina
$543M
4
ACA
4
Anchor Capital Advisors
Massachusetts
$64.5M
5
Lido Advisors
5
Lido Advisors
California
$38.3M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$14.9M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$469M
3
HAFS
3
Hapanowicz & Associates Financial Services
Pennsylvania
$3.62M
4
Prudential Financial
4
Prudential Financial
New Jersey
$517K
5
AP
5
Advisors Preferred
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
251
Cresset Asset Management
Illinois
$1.68M 13,020 -9,418 -42%
DADC
252
D.A. Davidson & Co
Montana
$1.68M 12,981 -278 -2%
BIA
253
BHK Investment Advisors
Alabama
$1.64M 12,661 -373 -3%
IFPG
254
Intrepid Financial Planning Group
Indiana
$1.63M 12,585 -418 -3%
RCAG
255
Rehmann Capital Advisory Group
Michigan
$1.62M 12,525 +369 +3%
PPC
256
Park Place Capital
Alabama
$1.61M 12,468 +998 +9%
IWC
257
Integrated Wealth Concepts
Massachusetts
$1.6M 12,370 +4,762 +63%
ES
258
Eagle Strategies
New York
$1.59M 12,298 -100 -0.8%
Wealthfront Advisers
259
Wealthfront Advisers
California
$1.58M 12,216 +2,591 +27%
BB
260
Berkshire Bank
Massachusetts
$1.57M 12,128 -544 -4%
BOH
261
Bank of Hawaii
Hawaii
$1.56M 12,086 +1,837 +18%
UF
262
Univest Financial
Pennsylvania
$1.54M 11,926 +11,926 New
Renaissance Technologies
263
Renaissance Technologies
New York
$1.54M 11,900 +11,900 New
MAM
264
MWA Asset Management
Massachusetts
$1.54M 11,876 +187 +2%
MCM
265
MV Capital Management
Maryland
$1.53M 11,798 +244 +2%
AAS
266
Ameritas Advisory Services
Nebraska
$1.52M 11,735 +3,896 +50%
PSF
267
Pacific Sun Financial
California
$1.51M 11,674 -280 -2%
SFB
268
STAR Financial Bank
Indiana
$1.51M 11,673 -1,471 -11%
ACA
269
Affinity Capital Advisors
California
$1.51M 11,638 +150 +1%
Citadel Advisors
270
Citadel Advisors
Florida
$1.5M 11,605 +2,861 +33%
SIG
271
Stonegate Investment Group
Alabama
$1.5M 11,561 +302 +3%
KWM
272
Kingsview Wealth Management
Oregon
$1.49M 11,539 +488 +4%
TPA
273
Trivium Point Advisory
Connecticut
$1.49M 11,503 -1,062 -8%
PFA
274
Pure Financial Advisors
California
$1.48M 11,424 -257 -2%
NW
275
Naviter Wealth
Arkansas
$1.48M 11,407 +11,407 New
9 10
11
12 13