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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 %
GM
276
GeoWealth Management
Illinois
$1.38M 10,467 +822 +9%
CCB
277
Country Club Bank
Missouri
$1.38M 10,442 +226 +2%
NG
278
Norden Group
Utah
$1.37M 10,384 +10,384 New
CC
279
Courier Capital
New York
$1.37M 10,348 -275 -3%
MLA
280
My Legacy Advisors
Oregon
$1.36M 10,254 +693 +7%
BOH
281
Bank of Hawaii
Hawaii
$1.36M 10,249 +4,001 +64%
I2I
282
Insight 2811 Inc
Illinois
$1.34M 10,155 -4,313 -30%
FGG
283
Financial Guidance Group
Florida
$1.34M 10,144 -42 -0.4%
GT
284
Greenleaf Trust
Michigan
$1.34M 10,141 +4,813 +90%
BEI
285
Benjamin Edwards Inc
Missouri
$1.32M 9,881 +9,881 New
ASN
286
Advisory Services Network
Georgia
$1.31M 10,882 – –
Kovitz Investment Group Partners
287
Kovitz Investment Group Partners
Illinois
$1.3M 20,825 -123 -0.6%
TCA
288
Transcend Capital Advisors
New Jersey
$1.29M 9,742 +481 +5%
BBHC
289
Brown Brothers Harriman & Co
New York
$1.29M 9,741 +30 +0.3%
Wealthfront Advisers
290
Wealthfront Advisers
California
$1.27M 9,625 +1,398 +17%
EK
291
Evensky & Katz
Florida
$1.25M 9,457 +42 +0.4%
BI
292
Berkeley Inc
Idaho
$1.25M 9,452 +4,729 +100%
CIP
293
Chartwell Investment Partners
Pennsylvania
$1.24M 9,400 – –
RJT
294
Raymond James Trust
Florida
$1.24M 9,368 +485 +5%
SCG
295
Sonata Capital Group
Washington
$1.22M 9,211 -2,985 -24%
CF
296
Corebridge Financial
Texas
$1.2M 9,100 +300 +3%
MWM
297
Meridian Wealth Management
Kentucky
$1.2M 9,086 +9,086 New
UCFA
298
United Capital Financial Advisors
Texas
$1.2M 9,046 +293 +3%
PCH
299
PGIM Custom Harvest
New Jersey
$1.19M 9,031 -259 -3%
TI
300
Truepoint Inc
Ohio
$1.17M 8,872 -151 -2%
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