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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

937 hedge funds and large institutions have $10.8B invested in iShares Russell Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 302 increasing their positions, 266 reducing their positions, and 31 closing their positions.

Holders
937
Holders Change
+64
Holders Change %
+7.33%
% of All Funds
12.48%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.35%
New
117
Increased
302
Reduced
266
Closed
31
Calls
$2.43M
Puts
$621K
Net Calls
+$1.81M
Net Calls Change
-$2.75M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$97.7M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.21B
3
Bank of America
3
Bank of America
North Carolina
$543M
4
ACA
4
Anchor Capital Advisors
Massachusetts
$64.5M
5
Lido Advisors
5
Lido Advisors
California
$38.3M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$14.9M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$469M
3
HAFS
3
Hapanowicz & Associates Financial Services
Pennsylvania
$3.62M
4
Prudential Financial
4
Prudential Financial
New Jersey
$517K
5
AP
5
Advisors Preferred
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HWA
26
Heritage Wealth Advisors
Virginia
$66.6M 514,623 +16,570 +3%
ACA
27
Anchor Capital Advisors
Massachusetts
$64.5M 498,392 +288,246 +137%
EH
28
Equitable Holdings
New York
$61M 471,494 -12,657 -3%
Truist Financial
29
Truist Financial
North Carolina
$56.2M 434,683 +1,885 +0.4%
MCC
30
Money Concepts Capital
Florida
$48.9M 378,394 +26,018 +7%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$45.6M 352,942 +34,863 +11%
ANTB
32
AMG National Trust Bank
Colorado
$45.1M 349,331 -6,807 -2%
OCM
33
One Capital Management
California
$41.6M 321,755 -16,458 -5%
AWM
34
AE Wealth Management
Kansas
$39.3M 303,779 +6,887 +2%
SW
35
SVB Wealth
Massachusetts
$38.6M 298,260 +237,538 +391%
Lido Advisors
36
Lido Advisors
California
$38.3M 295,952 +258,685 +694%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$37.9M 293,256 +3,703 +1%
TSW
38
Thompson Siegel & Walmsley
Virginia
$37.4M 288,905 +178,938 +163%
CPIG
39
Chicago Partners Investment Group
Illinois
$34.8M 268,107 -32,017 -11%
Mariner
40
Mariner
Kansas
$34.6M 267,173 -5,602 -2%
GI
41
GLOBALT Investments
Georgia
$33.1M 255,896 -8,351 -3%
CMA
42
Cedar Mountain Advisors
Oregon
$32.7M 252,667 +3,320 +1%
WFAG
43
Wescott Financial Advisory Group
Pennsylvania
$29.8M 230,162 -5,787 -2%
Natixis Advisors
44
Natixis Advisors
Massachusetts
$27.1M 209,320 +69,941 +50%
KeyBank National Association
45
KeyBank National Association
Ohio
$26.2M 202,911 -311 -0.2%
LL
46
LPWM LLC
Minnesota
$26.2M 202,699 -1,609 -0.8%
Osaic Holdings
47
Osaic Holdings
Arizona
$25M 193,076 -4,884 -2%
M&T Bank
48
M&T Bank
New York
$23.6M 182,813 -7,471 -4%
KAS
49
Kestra Advisory Services
Texas
$23.5M 181,789 +5,765 +3%
CP
50
Covenant Partners
Tennessee
$23.2M 179,261 +4,045 +2%
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