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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 %
CIC
576
Carnegie Investment Counsel
Ohio
$284K -$26.9K -215 -9%
AFC
577
AFT Forsyth & Company
Florida
$283K +$251 +2 +0.1%
CAG
578
Crestwood Advisors Group
Massachusetts
$283K -$16K -128 -5%
DIA
579
Dana Investment Advisors
Wisconsin
$281K – – –
KL
580
KilterHowling LLC
Colorado
$281K +$877 +7 +0.3%
RBFC
581
Roman Butler Fullerton & Co
Missouri
$281K -$13.3K -112 -5%
LWCFA
582
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$280K +$12K +101 +4%
NL
583
NWAM LLC
Washington
$280K -$857 -7 -0.3%
FM
584
Foster & Motley
Ohio
$279K -$8.9K -71 -3%
EPM
585
Elm Partners Management
Pennsylvania
$278K +$278K +2,221 New
FTWA
586
Fifth Third Wealth Advisors
Ohio
$277K -$165K -1,319 -37%
QCM
587
QRG Capital Management
Illinois
$274K -$84.8K -677 -24%
MBT
588
Montecito Bank & Trust
California
$272K – – –
NB
589
NBT Bank
New York
$270K – – –
DI
590
DAGCO Inc
Ohio
$269K +$269K +2,143 New
RFN
591
RDA Financial Network
Iowa
$268K -$1K -8 -0.4%
IBOK
592
Independence Bank of Kentucky
Kentucky
$268K -$9.4K -75 -3%
USB
593
Union Savings Bank
Connecticut
$267K – – –
MWM
594
Mission Wealth Management
California
$267K +$3.13K +25 +1%
PFM
595
Peak Financial Management
Massachusetts
$263K – – –
CIA
596
Cape Investment Advisory
Georgia
$262K +$6.89K +55 +3%
YCG
597
Yeomans Consulting Group
Georgia
$261K +$1.63K +13 +0.6%
NRI
598
NFP Retirement Inc
California
$261K +$1.76K +14 +0.7%
LFS
599
Legacy Financial Strategies
Kansas
$259K – – –
OAM
600
Oppenheimer Asset Management
New York
$259K -$6.11M -48,768 -96%
22 23
24
25 26