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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
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.21B
2
Bank of America
2
Bank of America
North Carolina
$543M
3
ACA
3
Anchor Capital Advisors
Massachusetts
$64.5M
4
Lido Advisors
4
Lido Advisors
California
$38.3M
5
Wells Fargo
5
Wells Fargo
California
$526M

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 %
ACA
276
Aptus Capital Advisors
Alabama
$1.47M 11,367 -124 -1%
WTB
277
Washington Trust Bank
Washington
$1.46M 11,321 +5,029 +80%
TPCW
278
TD Private Client Wealth
New York
$1.46M 11,278 -1,652 -13%
CAS
279
Coppell Advisory Solutions
Texas
$1.46M 11,282 +10,556 +1,454%
BFC
280
Bedel Financial Consulting
Indiana
$1.45M 10,874 +289 +3%
EWA
281
ERTS Wealth Advisors
Michigan
$1.45M 11,197 +679 +6%
ASN
282
Advisory Services Network
Georgia
$1.45M 11,183 +301 +3%
GM
283
GeoWealth Management
Illinois
$1.44M 11,126 +659 +6%
CCM
284
Coldstream Capital Management
Washington
$1.42M 11,017 +5,814 +112%
MLA
285
My Legacy Advisors
Oregon
$1.42M 10,785 +531 +5%
BFM
286
Broadview Financial Management
Wisconsin
$1.41M 10,875 -3,016 -22%
RB
287
Renasant Bank
Mississippi
$1.4M 10,835 +57 +0.5%
AT
288
American Trust
Kentucky
$1.4M 10,801 +10,801 New
LB
289
Legacy Bridge
Iowa
$1.39M 10,781 – –
Kayne Anderson Rudnick Investment Management
290
Kayne Anderson Rudnick Investment Management
California
$1.36M 10,544 +2,492 +31%
PFS
291
Prospera Financial Services
Texas
$1.35M 10,424 -1,178 -10%
NG
292
Norden Group
Utah
$1.34M 10,384 – –
I2I
293
Insight 2811 Inc
Illinois
$1.34M 10,376 +221 +2%
FFA
294
First Foundation Advisors
California
$1.34M 10,369 -175 -2%
CFO
295
Callan Family Office
Pennsylvania
$1.34M 10,360 -433 -4%
CC
296
Courier Capital
New York
$1.34M 10,348 – –
AFP
297
Ausdal Financial Partners
Iowa
$1.3M 10,027 +2,405 +32%
FGG
298
Financial Guidance Group
Florida
$1.28M 9,893 -251 -2%
BBHC
299
Brown Brothers Harriman & Co
New York
$1.26M 9,741 – –
EK
300
Evensky & Katz
Florida
$1.23M 9,499 +42 +0.4%
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