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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
+$115M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$107M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$37.5M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$32.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$32.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.01B
2
AWM
AE Wealth Management
Kansas
-$37.5M
3
SC
Sasco Capital
Connecticut
-$36.5M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$29.8M
5
Victory Capital Management
Victory Capital Management
Texas
-$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCMT
401
Highland Capital Management (Tennessee)
Tennessee
$635K +$376 +3 +0.1%
VFPW
402
Vantage Financial Partners (Wisconsin)
Wisconsin
$635K +$57.9K +462 +10%
AA
403
Alesco Advisors
New York
$632K – – –
AFG
404
Allegheny Financial Group
Pennsylvania
$625K -$304K -2,424 -33%
RMDI
405
R.M. Davis Inc
Maine
$615K – – –
RT
406
Rockland Trust
Massachusetts
$613K – – –
SF
407
Summit Financial
New Jersey
$613K +$16.2K +129 +3%
SIA
408
Schechter Investment Advisors
Michigan
$612K +$612K +4,885 New
SIG
409
Stonegate Investment Group
Alabama
$609K +$83.2K +664 +16%
LWM
410
LJI Wealth Management
Indiana
$602K -$21.7K -173 -3%
TWP
411
Total Wealth Planning
Ohio
$598K +$251 +2 +0%
MA
412
Montag & Associates
Georgia
$597K – – –
PFM
413
Phillips Financial Management
Indiana
$596K -$24.4K -195 -4%
MTIC
414
Missouri Trust & Investment Company
Missouri
$596K -$2.88K -23 -0.5%
MMG
415
Monetary Management Group
Missouri
$595K – – –
Neuberger Berman Group
416
Neuberger Berman Group
New York
$593K – – –
CGPCS
417
Capital Group Private Client Services
California
$591K +$501 +4 +0.1%
SHWM
418
Smith & Howard Wealth Management
Georgia
$579K – – –
WAP
419
Wealthcare Advisory Partners
Pennsylvania
$576K -$74.1K -591 -11%
VA
420
Valmark Advisers
Ohio
$568K -$90.5K -722 -14%
SWP
421
Summit Wealth Partners
Florida
$568K +$59.4K +474 +12%
RIM
422
Rockbridge Investment Management
New York
$566K -$137K -1,096 -20%
CCAL
423
City Center Advisors LLC
Michigan
$566K +$566K +4,514 New
ACP
424
Aveo Capital Partners
Colorado
$565K +$215K +1,785 +62%
WT
425
Washington Trust
Rhode Island
$562K +$65.4K +522 +13%
15 16
17
18 19