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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 %
SFP
651
Shepherd Financial Partners
Massachusetts
$218K – – –
VCA
652
Verdence Capital Advisors
Maryland
$217K – – –
AL
653
Aspiriant LLC
California
$217K – – –
CIBC World Market
654
CIBC World Market
Ontario, Canada
$216K -$9.54K -76 -4%
HBW
655
Hazlett, Burt & Watson
West Virginia
$216K – – –
SIC
656
Sigma Investment Counselors
Michigan
$216K – – –
CCG
657
Cypress Capital Group
Florida
$215K -$956K -7,626 -82%
RWM
658
Revisor Wealth Management
Ohio
$215K +$215K +1,780 New
Tudor Investment Corp
659
Tudor Investment Corp
Connecticut
$214K +$214K +1,709 New
KCM
660
Kanawha Capital Management
Virginia
$212K -$212K -1,695 -50%
Fiera Capital (Canada)
661
Fiera Capital (Canada)
Quebec, Canada
$212K +$212K +1,691 New
FCAS
662
First Command Advisory Services
Texas
$211K -$10.7K -85 -5%
MSAM
663
Moloney Securities Asset Management
Missouri
$211K +$211K +1,682 New
LA
664
Legacy Advisors
Pennsylvania
$211K +$211K +1,680 New
HTC
665
Haverford Trust Company
Pennsylvania
$209K -$8.77K -70 -4%
FWMM
666
Foundation Wealth Management (Missouri)
Missouri
$208K +$208K +1,661 New
RWA
667
River Wealth Advisors
Pennsylvania
$208K +$208K +1,660 New
NB
668
Northwest Bancshares
Pennsylvania
$207K +$207K +1,654 New
TSWM
669
Triangle Securities Wealth Management
North Carolina
$204K +$204K +1,625 New
CMP
670
Coston McIsaac & Partners
Maine
$203K – – –
CFG
671
Citizens Financial Group
Rhode Island
$202K +$202K +1,614 New
DWA
672
Dougherty Wealth Advisers
Minnesota
$202K -$61.7K -492 -23%
OC
673
Oarsman Capital
Wisconsin
$201K +$201K +1,602 New
SWA
674
SOA Wealth Advisors
New York
$200K – – –
CWM
675
CarsonAllaria Wealth Management
Illinois
$200K +$169K +1,348 +546%
25 26
27
28 29