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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

873 hedge funds and large institutions have $10.7B invested in iShares Russell Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 267 increasing their positions, 298 reducing their positions, and 43 closing their positions.

Holders
873
Holders Change
+23
Holders Change %
+2.71%
% of All Funds
12.63%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.41%
New
73
Increased
267
Reduced
298
Closed
43
Calls
$4.77M
Puts
$212K
Net Calls
+$4.56M
Net Calls Change
-$666K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.15B
2
MCC
2
Money Concepts Capital
Florida
$46.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$428M
4
SCM
4
Sterling Capital Management
North Carolina
$15.7M
5
FWM
5
FSA Wealth Management
Massachusetts
$15.3M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$501M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$339M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$506M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$0
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.47M
Name Market Value Shares Shares
Change 		Shares
Change %
HWA
26
Heritage Wealth Advisors
Virginia
$65.9M 498,053 +17,404 +4%
EH
27
Equitable Holdings
New York
$64M 484,151 -6,905 -1%
Truist Financial
28
Truist Financial
North Carolina
$57.2M 432,798 -114,967 -21%
ANTB
29
AMG National Trust Bank
Colorado
$47.1M 356,138 -5,856 -2%
MCC
30
Money Concepts Capital
Florida
$46.6M 352,376 +344,071 +4,143%
OCM
31
One Capital Management
California
$44.7M 338,213 -4,230 -1%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$42.1M 318,079 +1,500 +0.5%
CPIG
33
Chicago Partners Investment Group
Illinois
$39.6M 300,124 +4,482 +2%
Corient Private Wealth
34
Corient Private Wealth
Florida
$39.4M 297,733 -22,710 -7%
AWM
35
AE Wealth Management
Kansas
$39.3M 296,892 +12,319 +4%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$38.3M 289,553 -1,774 -0.6%
Mariner
37
Mariner
Kansas
$36.1M 272,775 -2,948 -1%
GI
38
GLOBALT Investments
Georgia
$34.9M 264,247 -10,616 -4%
CMA
39
Cedar Mountain Advisors
Oregon
$33M 249,347 +660 +0.3%
WFAG
40
Wescott Financial Advisory Group
Pennsylvania
$31.2M 235,949 -36,021 -13%
PP
41
Pegasus Partners
Wisconsin
$27.9M 210,877 +15,779 +8%
ACA
42
Anchor Capital Advisors
Massachusetts
$27.8M 210,146 -131,452 -38%
KeyBank National Association
43
KeyBank National Association
Ohio
$26.9M 203,222 +289 +0.1%
LL
44
LPWM LLC
Minnesota
$26.7M 204,308 +4,551 +2%
Osaic Holdings
45
Osaic Holdings
Arizona
$26.2M 197,960 -17,504 -8%
M&T Bank
46
M&T Bank
New York
$25.2M 190,284 -4,797 -2%
KAS
47
Kestra Advisory Services
Texas
$23.3M 176,024 -1,056 -0.6%
CP
48
Covenant Partners
Tennessee
$23.2M 175,216 -7,301 -4%
RJA
49
Raymond James & Associates
Florida
$22.3M 168,928 +4,004 +2%
MGIA
50
Moneta Group Investment Advisors
Missouri
$21.3M 161,262 -58 -0%
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