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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

873 hedge funds and large institutions have $10.7B invested in iShares Russell Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 267 increasing their positions, 298 reducing their positions, and 43 closing their positions.

Holders
873
Holders Change
+23
Holders Change %
+2.71%
% of All Funds
12.63%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.41%
New
73
Increased
267
Reduced
298
Closed
43
Calls
$4.77M
Puts
$212K
Net Calls
+$4.56M
Net Calls Change
-$666K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.15B
2
MCC
2
Money Concepts Capital
Florida
$46.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$428M
4
LPL Financial
4
LPL Financial
California
$131M
5
US Bancorp
5
US Bancorp
Minnesota
$553M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$501M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$339M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$506M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$0
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
651
Gallacher Capital Management
Colorado
$232K – – –
SFC
652
SYM Financial Corp
Indiana
$231K – – –
AL
653
Aspiriant LLC
California
$229K – – –
SIC
654
Sigma Investment Counselors
Michigan
$228K -$5.95K -45 -3%
PPP
655
Private Portfolio Partners
New Jersey
$227K +$227K +1,718 New
VWM
656
Venturi Wealth Management
Texas
$227K +$227K +1,717 New
WMA
657
West Michigan Advisors
Michigan
$226K +$132 +1 +0.1%
NRI
658
NFP Retirement Inc
California
$226K -$43K -325 -16%
PMFA
659
Plante Moran Financial Advisors
Michigan
$226K -$47.6K -360 -17%
EPWM
660
Essex Private Wealth Management
Massachusetts
$225K – – –
MSAM
661
Moloney Securities Asset Management
Missouri
$225K +$2.65K +20 +1%
PWMAG
662
Pinnacle Wealth Management Advisory Group
New Jersey
$224K – – –
FCAS
663
First Command Advisory Services
Texas
$222K – – –
LA
664
Legacy Advisors
Pennsylvania
$222K – – –
HTC
665
Haverford Trust Company
Pennsylvania
$220K – – –
CIBC World Market
666
CIBC World Market
Ontario, Canada
$220K -$7.16K -54 -3%
Fiera Capital (Canada)
667
Fiera Capital (Canada)
Quebec, Canada
$220K – – –
LFAS
668
Level Four Advisory Services
Texas
$220K -$3.92K -30 -2%
FWMM
669
Foundation Wealth Management (Missouri)
Missouri
$220K – – –
RWA
670
River Wealth Advisors
Pennsylvania
$220K – – –
TSWM
671
Triangle Securities Wealth Management
North Carolina
$216K +$216K +1,631 New
ABC
672
Associated Banc-Corp
Wisconsin
$215K +$215K +1,628 New
CIA
673
Concurrent Investment Advisors
Florida
$215K +$215K +1,625 New
SIAG
674
Safeguard Investment Advisory Group
California
$214K +$214K +1,621 New
SAM
675
Secure Asset Management
Michigan
$214K +$214K +1,620 New
25 26
27
28 29