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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.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
+67
Holders Change %
+8.56%
% of All Funds
12.46%
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 Holding Trade Value Shares
Change 		Shares
Change %
HAS
476
Holland Advisory Services
Florida
$414K +$4.3K +37 +1%
FTWA
477
Fifth Third Wealth Advisors
Ohio
$411K -$23.3K -200 -5%
AWA
478
Artemis Wealth Advisors
New York
$409K +$2.09K +18 +0.5%
BEAM
479
Baker Ellis Asset Management
Washington
$407K – – –
VFA
480
Valeo Financial Advisors
Indiana
$407K -$5.23K -45 -1%
GPA
481
Guidance Point Advisors
Massachusetts
$405K -$183K -1,575 -31%
SG
482
StoneX Group
New York
$400K -$1.16K -10 -0.3%
PI
483
PFG Investments
New York
$399K +$14.7K +126 +4%
CIA
484
Compass Ion Advisors
Pennsylvania
$398K +$581 +5 +0.1%
KCM
485
Kanawha Capital Management
Virginia
$394K – – –
PCS
486
Private Client Services
Kentucky
$394K +$394K +3,389 New
CWM
487
Cranbrook Wealth Management
Michigan
$389K – – –
GJIA
488
Glass Jacobson Investment Advisors
Maryland
$388K -$69.3K -596 -15%
CCM
489
Cohen Capital Management
California
$388K +$1.98K +17 +0.5%
CCM
490
Coldstream Capital Management
Washington
$386K +$386K +3,320 New
AG
491
AlTi Global
New York
$379K +$379K +3,261 New
PWM
492
Perigon Wealth Management
California
$378K +$698 +6 +0.2%
EA
493
Eudaimonia Advisors
Tennessee
$377K – – –
PIFP
494
Partners in Financial Planning
Virginia
$377K – – –
MFGP
495
Marshall Financial Group (Pennsylvania)
Pennsylvania
$376K +$3.37K +29 +0.9%
AIM
496
Allen Investment Management
New York
$376K – – –
FPAS
497
Focus Partners Advisor Solutions
Missouri
$375K +$375K +3,225 New
AWM
498
Apollon Wealth Management
South Carolina
$375K -$3.02K -26 -0.8%
IWA
499
Icon Wealth Advisors
Texas
$373K +$373K +3,204 New
HI
500
Harbour Investments
Wisconsin
$372K -$20.4K -175 -5%
18 19
20
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