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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 %
AA
351
Auxano Advisors
Washington
$879K 6,648 +326 +5%
FMTC
352
Farmers & Merchants Trust Company
California
$874K 6,609 – –
GTAM
353
Global Trust Asset Management
Florida
$870K 6,577 -1,299 -16%
DT
354
Diversified Trust
Tennessee
$856K 6,476 – –
CAM
355
Cozad Asset Management
Illinois
$847K 6,403 -70 -1%
LW
356
Linscomb Wealth
Texas
$846K 6,400 -11 -0.2%
FPAS
357
Focus Partners Advisor Solutions
Missouri
$845K 6,391 -90 -1%
VFPW
358
Vantage Financial Partners (Wisconsin)
Wisconsin
$837K 6,332 -445 -7%
RWP
359
Revolve Wealth Partners
New Jersey
$835K 6,315 – –
PP
360
Prosperity Planning
Missouri
$833K 6,300 -86 -1%
WTB
361
Washington Trust Bank
Washington
$832K 6,292 -2,140 -25%
PC
362
Port Capital
Illinois
$822K 6,215 +22 +0.4%
HCA
363
Harbour Capital Advisors
Virginia
$808K 6,150 – –
CSPIA
364
Cary Street Partners Investment Advisory
Virginia
$806K 6,093 – –
AWA
365
Arkadios Wealth Advisors
Georgia
$804K 6,076 +612 +11%
BA
366
Ballew Advisors
Mississippi
$802K 6,108 -478 -7%
SIA
367
Stegner Investment Associates
Kentucky
$793K 6,000 – –
MWP
368
MYCIO Wealth Partners
Pennsylvania
$788K 5,962 +26 +0.4%
C
369
CEDRUS
Colorado
$786K 5,945 +386 +7%
RIS
370
Retirement Income Solutions
Michigan
$777K 5,875 – –
IC
371
IEQ Capital
California
$777K 5,875 -34 -0.6%
CGA
372
Crescent Grove Advisors
Illinois
$769K 5,814 – –
ACP
373
Aveo Capital Partners
Colorado
$766K 5,795 +956 +20%
IWM
374
IHT Wealth Management
Illinois
$764K 5,781 -118 -2%
JFG
375
Jefferies Financial Group
New York
$758K 5,733 +1 +0%
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15
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