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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 %
FCA
701
FinTrust Capital Advisors
South Carolina
$119K – – –
CIAS
702
Capital Investment Advisory Services
North Carolina
$112K – – –
SS
703
Sunbelt Securities
Texas
$112K +$112K +892 New
BTI
704
Blue Trust Inc
Georgia
$111K -$65K -519 -37%
CCM
705
Cutler Capital Management
Massachusetts
$111K +$111K +886 New
GAA
706
Global Assets Advisory
Florida
$111K +$111K +13,808 New
OHWP
707
Oak Harbor Wealth Partners
North Carolina
$107K +$376 +3 +0.4%
EWM
708
EPG Wealth Management
Georgia
$107K +$1.25K +10 +1%
HPIA
709
Hamilton Point Investment Advisors
North Carolina
$102K – – –
PK
710
Pflug Koory
Nebraska
$101K – – –
WTA
711
Washington Trust Advisors
Massachusetts
$100K – – –
GI
712
GAMMA Investing
California
$99.9K +$13K +104 +15%
SIS
713
Sound Income Strategies
Florida
$98.8K -$39K -311 -28%
CFD
714
Creative Financial Designs
Indiana
$98.4K – – –
BFS
715
Bare Financial Services
Pennsylvania
$94.4K +$94.4K +794 New
NSIM
716
North Star Investment Management
Illinois
$93.4K +$6.77K +54 +8%
CSWM
717
Cassady Schiller Wealth Management
Ohio
$91.5K -$1.63K -13 -2%
OC
718
Oakworth Capital
Alabama
$90.6K – – –
OSAM
719
O'Shaughnessy Asset Management
Connecticut
$90K +$12.7K +101 +16%
TC
720
Trust Company
Kansas
$89.9K – – –
OLVIG
721
Oliver Lagore Vanvalin Investment Group
Michigan
$86.1K -$62.8K -501 -42%
SC
722
Steph & Co
Wisconsin
$85.1K – – –
CT
723
Cambridge Trust
Massachusetts
$82.7K – – –
CPA
724
Cardiff Park Advisors
California
$82.5K +$376 +3 +0.5%
NCTC
725
New Covenant Trust Company
Indiana
$78.5K +$78.5K +626 New
27 28
29
30 31