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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 %
VCM
301
Viewpoint Capital Management
Washington
$1.17M 8,879 – –
Citadel Advisors
302
Citadel Advisors
Florida
$1.16M 8,744 -4,871 -36%
FNT
303
First National Trust
Pennsylvania
$1.16M 8,734 – –
WSFS
304
Wilmington Savings Fund Society
Delaware
$1.15M 8,693 +283 +3%
GIA
305
Gladstone Institutional Advisory
Florida
$1.15M 8,683 -951 -10%
FIA
306
Foundations Investment Advisors
Arizona
$1.14M 8,647 +2,372 +38%
FI
307
FWG Investments
Kentucky
$1.14M 8,590 -214 -2%
TPI
308
Trust Point Inc
Wisconsin
$1.13M 8,578 – –
PTC
309
Private Trust Company
Ohio
$1.12M 8,488 +1,590 +23%
LGG
310
Luts & Greenleigh Group
Maryland
$1.12M 8,466 +133 +2%
SCM
311
SOL Capital Management
Maryland
$1.12M 8,461 -180 -2%
QAM
312
Q3 Asset Management
Michigan
$1.11M 8,409 +8,409 New
BFS
313
Bradley Foster & Sargent
Connecticut
$1.11M 8,389 -65 -0.8%
KOC
314
Koss-Olinger Consulting
Florida
$1.1M 8,338 -465 -5%
CAL
315
Capital Analysts LLC
Pennsylvania
$1.1M 8,280 +644 +8%
CTC
316
Central Trust Company
Missouri
$1.08M 8,188 -4,258 -34%
TNB
317
Thomasville National Bank
Georgia
$1.08M 8,158 -824 -9%
WIM
318
Warwick Investment Management
Texas
$1.07M 8,122 +41 +0.5%
PCM
319
Pointe Capital Management
Michigan
$1.07M 8,063 +2,210 +38%
Kayne Anderson Rudnick Investment Management
320
Kayne Anderson Rudnick Investment Management
California
$1.06M 8,052 +1,110 +16%
SFWC
321
Strategic Family Wealth Counselors
New Jersey
$1.04M 7,850 – –
Boston Partners
322
Boston Partners
Massachusetts
$1.04M 7,844 -2,476 -24%
AAS
323
Ameritas Advisory Services
Nebraska
$1.04M 7,839 -3,547 -31%
SI
324
Saxon Interests
Texas
$1.02M 7,727 -69 -0.9%
AWM
325
Avior Wealth Management
Nebraska
$1.01M 7,668 -82 -1%
11 12
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