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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 %
EI
601
Ellevest Inc
New York
$257K +$1K +8 +0.4%
MAM
602
Marotta Asset Management
Virginia
$256K -$3.01K -24 -1%
LFAS
603
Level Four Advisory Services
Texas
$256K – – –
RWMH
604
Riverpoint Wealth Management Holdings
Illinois
$255K – – –
SDJVC
605
St. Denis J. Villere & Co
Louisiana
$255K – – –
MCA
606
Maryland Capital Advisors
Maryland
$254K – – –
SFG
607
SNS Financial Group
Minnesota
$253K -$98.1K -783 -28%
DFG
608
Delta Financial Group
New Jersey
$253K +$501 +4 +0.2%
DWT
609
Dorsey & Whitney Trust
South Dakota
$251K – – –
AA
610
Aire Advisors
California
$251K +$376 +3 +0.2%
WP
611
WealthShield Partners
North Carolina
$251K -$1.88K -15 -0.7%
RDFA
612
Ritter Daniher Financial Advisory
Ohio
$249K – – –
CW
613
CreativeOne Wealth
Kansas
$249K +$249K +1,987 New
FAM
614
Forte Asset Management
New York
$249K +$249K +1,985 New
GC
615
Grimes & Company
Massachusetts
$248K -$21.1K -168 -8%
EIA
616
Edgemoor Investment Advisors
Maryland
$248K -$14.4K -115 -5%
IIC
617
Ironwood Investment Counsel
Arizona
$247K – – –
PPP
618
Private Portfolio Partners
New Jersey
$245K -$15.4K -123 -6%
MWM
619
Maripau Wealth Management
Indiana
$244K -$1.25K -10 -0.5%
EPWM
620
Essex Private Wealth Management
Massachusetts
$244K – – –
PL
621
Plancorp LLC
Missouri
$243K +$243K +1,940 New
PCA
622
Prosperity Capital Advisors
Ohio
$243K +$243K +1,940 New
MA
623
MONECO Advisors
Connecticut
$243K – – –
FAIM
624
Financial Advocates Investment Management
Washington
$240K -$52K -414 -18%
PMFA
625
Plante Moran Financial Advisors
Michigan
$239K +$6.89K +55 +3%
23 24
25
26 27