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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.

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 Market Value Shares Shares
Change 		Shares
Change %
FFBTD
626
First Financial Bank - Trust Division
Ohio
$230K 1,982 -58 -3%
FSA
627
Financial Sense Advisors
California
$230K 1,977 -887 -31%
BBHC
628
Brown Brothers Harriman & Co
New York
$230K 1,976 +286 +17%
IIC
629
Ironwood Investment Counsel
Arizona
$229K 1,973 – –
ESB
630
Essex Savings Bank
Connecticut
$228K 1,960 +1,960 New
MWM
631
Maripau Wealth Management
Indiana
$228K 1,959 -242 -11%
GBT
632
Grove Bank & Trust
Florida
$227K 1,949 – –
EPWM
633
Essex Private Wealth Management
Massachusetts
$226K 1,947 – –
OP
634
ORG Partners
Indiana
$226K 1,947 +153 +9%
MA
635
MONECO Advisors
Connecticut
$225K 1,937 – –
DAS
636
Dynamic Advisor Solutions
Arizona
$225K 1,967 +24 +1%
PCA
637
Pallas Capital Advisors
Massachusetts
$222K 1,910 +1,910 New
LI
638
Leeward Investments
Massachusetts
$221K 1,897 -46,730 -96%
SFC
639
SYM Financial Corp
Indiana
$220K 1,894 +1,169 +161%
WMA
640
West Michigan Advisors
Michigan
$220K 1,891 +1,891 New
GWM
641
GSB Wealth Management
Connecticut
$220K 1,888 +1,888 New
AA
642
Ancora Advisors
Ohio
$219K 1,883 +85 +5%
TF
643
Theory Financial
Colorado
$216K 1,858 -539 -22%
PMFA
644
Plante Moran Financial Advisors
Michigan
$215K 1,848 +1,695 +1,108%
VDI
645
Vaughan David Investments
Illinois
$214K 1,838 +1,838 New
CAI
646
Capital Advisors Inc
Oklahoma
$211K 1,818 +1,818 New
GIA
647
GHP Investment Advisors
Colorado
$211K 1,815 +7 +0.4%
JIC
648
Joel Isaacson & Co
New York
$210K 1,809 +1,809 New
MWP
649
Madison Wealth Partners
Wisconsin
$209K 1,800 +1,800 New
CIBC World Market
650
CIBC World Market
Ontario, Canada
$209K 1,796 -877 -33%
24 25
26
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