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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 %
MW
426
Marcum Wealth
Ohio
$559K -$27.2K -217 -5%
CHJWM
427
Carlton Hofferkamp & Jenks Wealth Management
Texas
$558K +$49.7K +415 +10%
DC
428
Davenport & Co
Virginia
$552K -$15.7K -125 -3%
RTL
429
Red Tortoise LLC
Georgia
$548K -$2.63K -21 -0.5%
MCM
430
Manchester Capital Management
Vermont
$548K – – –
B
431
Bensler
Washington
$543K -$16.9K -135 -3%
CWM
432
Cahaba Wealth Management
Georgia
$541K -$15.9K -127 -3%
PCA
433
Pallas Capital Advisors
Massachusetts
$540K +$300K +2,395 +125%
PIA
434
Pinion Investment Advisors
Kansas
$539K +$51.3K +409 +11%
EWS
435
Evergreen Wealth Solutions
Pennsylvania
$538K – – –
HF
436
Halpern Financial
Virginia
$536K – – –
PB
437
Pinnacle Bancorp
Nebraska
$532K -$21.2K -169 -4%
OIA
438
OneDigital Investment Advisors
Kansas
$528K +$2.38K +19 +0.5%
GFL
439
Granite FO LLC
New Hampshire
$521K – – –
MFIM
440
Mesirow Financial Investment Management
Illinois
$518K +$152K +1,209 +41%
BWA
441
Beam Wealth Advisors
Louisiana
$515K -$54.5K -435 -10%
DT
442
Diversified Trust
Tennessee
$509K +$113K +901 +29%
GFP
443
Gryphon Financial Partners
Ohio
$508K – – –
9WM
444
9258 Wealth Management
Ohio
$504K – – –
CFG
445
Cooper Financial Group
California
$501K -$11.3K -90 -2%
FUBT
446
First United Bank & Trust
Maryland
$494K -$2.13K -17 -0.4%
RSWM
447
Robertson Stephens Wealth Management
California
$493K +$215K +1,716 +78%
SA
448
Skyline Advisors
Washington
$492K +$14.5K +116 +3%
PI
449
PFG Investments
New York
$488K +$58.8K +469 +14%
AWM
450
Apollon Wealth Management
South Carolina
$483K +$79.2K +632 +20%
16 17
18
19 20