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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 %
MOS
501
MGO One Seven
Ohio
$379K +$83.5K +666 +28%
FB
502
First Bancorp
Maine
$376K – – –
PAI
503
Pittenger & Anderson Inc
Nebraska
$376K – – –
MIC
504
Means Investment Company
Maine
$376K -$19.8K -158 -5%
WP
505
WealthPLAN Partners
Nebraska
$375K +$13.8K +110 +4%
SRC
506
Shufro Rose & Co
New York
$374K +$20.9K +167 +6%
IAA
507
Independent Advisor Alliance
North Carolina
$372K – – –
RCM
508
Richardson Capital Management
Wisconsin
$372K +$372K +2,966 New
FCM
509
Firestone Capital Management
Florida
$371K – – –
MFG
510
MidWestOne Financial Group
Iowa
$370K – – –
JWA
511
JFS Wealth Advisors
Pennsylvania
$368K – – –
PA
512
Pinnacle Associates
New York
$366K +$18K +144 +5%
AC
513
Apella Capital
Connecticut
$365K +$994 +8 +0.3%
RA
514
Ruggaard & Associates
Ohio
$363K – – –
TW
515
TrinityPoint Wealth
Connecticut
$359K +$31.3K +250 +10%
DTC
516
Davidson Trust Company
Washington
$359K – – –
TF
517
Theory Financial
Colorado
$352K +$119K +951 +51%
GFS
518
GYL Financial Synergies
Connecticut
$351K – – –
GBT
519
Grove Bank & Trust
Florida
$351K +$106K +849 +44%
FFC
520
First Financial Corp
Indiana
$349K – – –
TRCT
521
Tower Research Capital (TRC)
New York
$348K +$285K +2,273 +449%
TA
522
TFG Advisers
Michigan
$347K -$4.64K -37 -1%
CTWM
523
Cherry Tree Wealth Management
Minnesota
$345K – – –
RIA
524
Regal Investment Advisors
Michigan
$344K +$251 +2 +0.1%
BCG
525
Breakwater Capital Group
New Jersey
$344K +$12.9K +103 +4%
19 20
21
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