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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
Envestnet Portfolio Solutions
Illinois
$507M
2
FCBT
First Citizens Bank & Trust
North Carolina
$354M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$980M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$37.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$345M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$998M
2
AWM
AE Wealth Management
Kansas
$35.2M
3
SC
Sasco Capital
Connecticut
$0
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$1.58B
5
Victory Capital Management
Victory Capital Management
Texas
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBT
301
FineMark National Bank & Trust
Florida
$1.09M -$7.39K -59 -0.7%
SI
302
Saxon Interests
Texas
$1.09M -$13K -104 -1%
SCM
303
SOL Capital Management
Maryland
$1.08M – – –
TPI
304
Trust Point Inc
Wisconsin
$1.08M -$10K -80 -0.9%
WSFS
305
Wilmington Savings Fund Society
Delaware
$1.07M +$1.07M +8,548 New
GWMIA
306
Global Wealth Management Investment Advisory
Florida
$1.06M -$171K -1,362 -14%
CAL
307
Capital Analysts LLC
Pennsylvania
$1.05M +$39.6K +316 +4%
WIM
308
Warwick Investment Management
Texas
$1.01M +$9.15K +73 +0.9%
NP
309
NorthRock Partners
Minnesota
$1M -$1.76K -14 -0.2%
GTAM
310
Global Trust Asset Management
Florida
$987K +$31.5K +251 +3%
AFP
311
Ausdal Financial Partners
Iowa
$987K -$39.1K -312 -4%
SFWC
312
Strategic Family Wealth Counselors
New Jersey
$984K – – –
IWC
313
Integrated Wealth Concepts
Massachusetts
$976K -$119K -950 -11%
PC
314
Port Capital
Illinois
$976K -$29.1K -232 -3%
FPAS
315
Focus Partners Advisor Solutions
Missouri
$973K +$568K +4,535 +141%
BFS
316
Bradley Foster & Sargent
Connecticut
$967K -$174K -1,388 -15%
CB
317
Cadence Bank
Mississippi
$956K – – –
SAW
318
Signal Advisors Wealth
Michigan
$950K +$686K +5,471 +259%
RIS
319
Retirement Income Solutions
Michigan
$946K -$25.8K -206 -3%
BWFA
320
Baltimore-Washington Financial Advisors
Maryland
$945K -$43.7K -349 -4%
IAIM
321
International Assets Investment Management
Florida
$944K +$109K +875 +13%
Wealthfront Advisers
322
Wealthfront Advisers
California
$943K +$174K +1,385 +23%
CWM
323
Cornerstone Wealth Management
Missouri
$943K -$13.2K -105 -1%
PMG
324
Private Management Group
California
$937K +$29K +231 +3%
MA
325
MCF Advisors
Kentucky
$932K +$6.14K +49 +0.7%
11 12
13
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