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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

850 hedge funds and large institutions have $11.5B invested in iShares Russell Mid-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 263 increasing their positions, 280 reducing their positions, and 45 closing their positions.

Holders
850
Holders Change
+67
Holders Change %
+8.56%
% of All Funds
12.47%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.45%
New
122
Increased
263
Reduced
280
Closed
45
Calls
$7.61M
Puts
$454K
Net Calls
+$7.15M
Net Calls Change
+$5.78M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.86B
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$364M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$229M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$874M
5
SC
5
Sasco Capital
Connecticut
$36.5M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$364K
2
Wells Fargo
2
Wells Fargo
California
$481M
3
Bank of America
3
Bank of America
North Carolina
$488M
4
SF
4
Synovus Financial
Georgia
$7.73M
5
Ameriprise
5
Ameriprise
Minnesota
$141M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$66.8M 580,146 +9,171 +2%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$63.8M 548,635 +140,694 +34%
EH
28
Equitable Holdings
New York
$62.8M 539,617 -8,724 -2%
HWA
29
Heritage Wealth Advisors
Virginia
$54.4M 467,654 -1,455 -0.3%
OCM
30
One Capital Management
California
$44.7M 384,174 +1,660 +0.4%
ANTB
31
AMG National Trust Bank
Colorado
$42.6M 366,221 -4,476 -1%
ACA
32
Anchor Capital Advisors
Massachusetts
$37.7M 323,954 -41,819 -11%
Corient Private Wealth
33
Corient Private Wealth
Florida
$37.4M 321,504 -57,341 -15%
SC
34
Sasco Capital
Connecticut
$36.5M 314,000 +314,000 New
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$35.6M 306,430 -656 -0.2%
Osaic Holdings
36
Osaic Holdings
Arizona
$35.5M 305,379 -67,258 -18%
CPIG
37
Chicago Partners Investment Group
Illinois
$34.7M 304,779 -4,010 -1%
Mariner
38
Mariner
Kansas
$33.5M 287,795 -2,366 -0.8%
WFAG
39
Wescott Financial Advisory Group
Pennsylvania
$32.5M 279,078 -1,099 -0.4%
GI
40
GLOBALT Investments
Georgia
$31.8M 273,841 +273,841 New
CMA
41
Cedar Mountain Advisors
Oregon
$28.5M 245,010 +183 +0.1%
BCIM
42
Bishop & Co Investment Management
Pennsylvania
$26.8M 230,615 +230,615 New
RJA
43
Raymond James & Associates
Florida
$26.1M 224,250 +63,710 +40%
TSW
44
Thompson Siegel & Walmsley
Virginia
$24.7M 211,995 +144,851 +216%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$24.5M 210,632 +27,280 +15%
APP
46
Avantax Planning Partners
Iowa
$23.9M 205,711 +517 +0.3%
KeyBank National Association
47
KeyBank National Association
Ohio
$23.9M 205,167 -1,849 -0.9%
CP
48
Covenant Partners
Tennessee
$23.6M 202,943 +1,349 +0.7%
M&T Bank
49
M&T Bank
New York
$23.4M 201,512 -1,861 -0.9%
CAN
50
Cetera Advisor Networks
California
$22.9M 197,035 -5,131 -3%
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