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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
1
Envestnet Portfolio Solutions
Illinois
$507M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$354M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$980M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$37.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$345M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$998M
2
AWM
2
AE Wealth Management
Kansas
$35.2M
3
SC
3
Sasco Capital
Connecticut
$0
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$1.58B
5
Victory Capital Management
5
Victory Capital Management
Texas
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$70.1M -$5.64M -44,999 -7%
EH
27
Equitable Holdings
New York
$63.1M -$4.51M -36,005 -7%
HWA
28
Heritage Wealth Advisors
Virginia
$58.8M +$181K +1,447 +0.3%
OCM
29
One Capital Management
California
$49.7M +$1.55M +12,334 +3%
ANTB
30
AMG National Trust Bank
Colorado
$44.5M -$1.38M -10,995 -3%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$38.4M -$40.7K -325 -0.1%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$37.1M +$32.1M +256,218 +648%
Corient Private Wealth
33
Corient Private Wealth
Florida
$36.8M -$3.51M -27,988 -9%
CPIG
34
Chicago Partners Investment Group
Illinois
$36.4M -$100K -838 -0.3%
WFAG
35
Wescott Financial Advisory Group
Pennsylvania
$35.4M +$420K +3,351 +1%
AWM
36
AE Wealth Management
Kansas
$35.2M -$37.5M -299,156 -52%
Mariner
37
Mariner
Kansas
$35M -$1.12M -8,909 -3%
GI
38
GLOBALT Investments
Georgia
$34.1M -$198K -1,577 -0.6%
CMA
39
Cedar Mountain Advisors
Oregon
$30.9M +$162K +1,289 +0.5%
Osaic Holdings
40
Osaic Holdings
Arizona
$28.6M -$9.64M -76,910 -25%
APP
41
Avantax Planning Partners
Iowa
$26.6M +$793K +6,327 +3%
CAN
42
Cetera Advisor Networks
California
$26.2M +$1.47M +11,701 +6%
KeyBank National Association
43
KeyBank National Association
Ohio
$25.6M -$92.1K -735 -0.4%
SW
44
SVB Wealth
Massachusetts
$25.1M +$12.2M +97,441 +95%
M&T Bank
45
M&T Bank
New York
$24.7M -$569K -4,543 -2%
CP
46
Covenant Partners
Tennessee
$24.2M -$1.19M -9,509 -5%
LL
47
LPWM LLC
Minnesota
$24M +$489K +4,013 +2%
FCAM
48
First Citizens Asset Management
North Carolina
$24M +$124K +987 +0.5%
PP
49
Pegasus Partners
Wisconsin
$22.4M +$1.14M +9,101 +5%
KAS
50
Kestra Advisory Services
Texas
$21.9M +$609K +4,861 +3%
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