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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
Envestnet Portfolio Solutions
Illinois
+$115M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$107M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$37.5M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$32.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$32.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.01B
2
AWM
AE Wealth Management
Kansas
-$37.5M
3
SC
Sasco Capital
Connecticut
-$36.5M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$29.8M
5
Victory Capital Management
Victory Capital Management
Texas
-$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
476
Moors & Cabot
Massachusetts
$425K +$64.7K +516 +18%
VFA
477
Valeo Financial Advisors
Indiana
$420K +$120 +1 +0%
CWM
478
Cranbrook Wealth Management
Michigan
$419K – – –
MFG
479
Merit Financial Group
Georgia
$413K +$38.7K +321 +10%
AG
480
AlTi Global
New York
$409K – – –
WP
481
Westmount Partners
California
$408K +$16.9K +135 +4%
CG
482
Cynosure Group
Utah
$408K -$92.5K -738 -18%
PCS
483
Private Client Services
Kentucky
$407K -$17.4K -139 -4%
FMWA
484
Forvis Mazars Wealth Advisors
Missouri
$407K -$110K -876 -21%
EA
485
Eudaimonia Advisors
Tennessee
$407K – – –
MFGP
486
Marshall Financial Group (Pennsylvania)
Pennsylvania
$406K +$1K +8 +0.2%
PIFP
487
Partners in Financial Planning
Virginia
$406K – – –
AIM
488
Allen Investment Management
New York
$405K – – –
SCP
489
Stevens Capital Partners
Nebraska
$404K +$4.51K +36 +1%
IWA
490
Icon Wealth Advisors
Texas
$402K +$125 +1 +0%
HI
491
Harbour Investments
Wisconsin
$401K +$125 +1 +0%
Fuller & Thaler Asset Management
492
Fuller & Thaler Asset Management
California
$397K -$881K -7,029 -69%
HAS
493
Holland Advisory Services
Florida
$397K -$49K -391 -11%
GJIA
494
Glass Jacobson Investment Advisors
Maryland
$394K -$24.6K -196 -6%
TC
495
Trilogy Capital
California
$393K +$251 +2 +0.1%
BAM
496
Berkshire Asset Management
Pennsylvania
$389K – – –
FWI
497
Facet Wealth Inc
Maryland
$389K +$78.2K +641 +25%
JFGIW
498
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$386K -$241K -1,923 -38%
HGERS
499
Householder Group Estate & Retirement Specialist
Arizona
$385K -$5.26K -42 -1%
PA
500
Parallel Advisors
California
$380K +$23.9K +191 +7%
18 19
20
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