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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 %
FNBOO
451
First National Bank of Omaha
Nebraska
$482K -$63K -500 -12%
SAM
452
Silvercrest Asset Management
New York
$480K -$6.27K -50 -1%
WIC
453
Woodmont Investment Counsel
Tennessee
$477K +$477K +3,805 New
GAA
454
Guardian Asset Advisors
Pennsylvania
$477K +$10.2K +81 +2%
1SB
455
1ST Source Bank
Indiana
$477K – – –
CIA
456
Capital Investment Advisors
Georgia
$476K -$16.2K -129 -3%
GGA
457
Granite Group Advisors
Connecticut
$476K – – –
EAM
458
Evanson Asset Management
California
$463K +$125 +1 +0%
SWA
459
Stratos Wealth Advisors
Ohio
$463K -$133K -1,060 -22%
FA
460
Financial Alternatives
California
$459K – – –
ZF
461
Zhang Financial
Michigan
$457K – – –
BP
462
Ballentine Partners
Massachusetts
$454K – – –
AWG
463
Altus Wealth Group
Colorado
$454K -$186K -1,481 -29%
NEWAS
464
N.E.W. Advisory Services
Wisconsin
$453K – – –
FA
465
Flagstar Advisors
New York
$450K -$17.2K -137 -4%
Chevy Chase Trust
466
Chevy Chase Trust
Maryland
$450K – – –
P
467
&Partners
Tennessee
$449K +$449K +3,586 New
PFBT
468
Parkside Financial Bank & Trust
Missouri
$446K -$251 -2 -0.1%
SB
469
Simmons Bank
Arkansas
$442K -$167K -1,335 -27%
WB
470
West Bancorporation
Iowa
$439K -$772K -6,163 -64%
BEAM
471
Baker Ellis Asset Management
Washington
$439K – – –
GPA
472
Guidance Point Advisors
Massachusetts
$437K +$1.38K +11 +0.3%
AWM
473
Atticus Wealth Management
Florida
$436K -$16.2K -129 -4%
CIA
474
Compass Ion Advisors
Pennsylvania
$429K +$125 +1 +0%
NCM
475
NCM Capital Management
New Jersey
$426K -$52.9K -422 -11%
17 18
19
20 21