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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

937 hedge funds and large institutions have $10.8B invested in iShares Russell Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 302 increasing their positions, 266 reducing their positions, and 31 closing their positions.

Holders
937
Holders Change
+64
Holders Change %
+7.33%
% of All Funds
12.48%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.35%
New
117
Increased
302
Reduced
266
Closed
31
Calls
$2.43M
Puts
$621K
Net Calls
+$1.81M
Net Calls Change
-$2.75M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$97.7M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.21B
3
Bank of America
3
Bank of America
North Carolina
$543M
4
ACA
4
Anchor Capital Advisors
Massachusetts
$64.5M
5
Lido Advisors
5
Lido Advisors
California
$38.3M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$14.9M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$469M
3
HAFS
3
Hapanowicz & Associates Financial Services
Pennsylvania
$3.62M
4
Prudential Financial
4
Prudential Financial
New Jersey
$517K
5
AP
5
Advisors Preferred
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TSWM
701
Triangle Securities Wealth Management
North Carolina
$220K 1,701 +70 +4%
PWMAG
702
Pinnacle Wealth Management Advisory Group
New Jersey
$219K 1,695 – –
WMA
703
West Michigan Advisors
Michigan
$219K 1,693 -18 -1%
LA
704
Legacy Advisors
Pennsylvania
$217K 1,680 – –
HTC
705
Haverford Trust Company
Pennsylvania
$215K 1,666 – –
IWA
706
IBEX Wealth Advisors
New Jersey
$215K 1,666 +1,666 New
UIM
707
Unified Investment Management
Georgia
$215K 1,665 +1,665 New
Fiera Capital (Canada)
708
Fiera Capital (Canada)
Quebec, Canada
$215K 1,663 – –
SFC
709
SYM Financial Corp
Indiana
$215K 1,663 -81 -5%
CIBC World Market
710
CIBC World Market
Ontario, Canada
$215K 1,660 – –
FWMM
711
Foundation Wealth Management (Missouri)
Missouri
$215K 1,661 – –
AIA
712
Accelerate Investment Advisors
California
$212K 1,642 +27 +2%
BTI
713
Blue Trust Inc
Georgia
$211K 1,634 +548 +50%
WF
714
Welch & Forbes
Massachusetts
$211K 1,631 +1,631 New
BHBT
715
Burke & Herbert Bank & Trust
Virginia
$210K 1,620 – –
CMP
716
Coston McIsaac & Partners
Maine
$209K 1,623 – –
HFS
717
HBC Financial Services
Washington
$209K 1,620 – –
WI
718
Wintrust Investments
Illinois
$209K 1,622 +150 +10%
SIAG
719
Safeguard Investment Advisory Group
California
$209K 1,614 -7 -0.4%
MAM
720
Marotta Asset Management
Virginia
$208K 1,617 -285 -15%
GC
721
Grimes & Company
Massachusetts
$207K 1,602 +6 +0.4%
CIA
722
Concurrent Investment Advisors
Florida
$207K 1,599 -26 -2%
SAM
723
Secure Asset Management
Michigan
$207K 1,598 -22 -1%
Lazard Asset Management
724
Lazard Asset Management
New York
$206K 1,600 -1,000 -38%
AWA
725
Arete Wealth Advisors
Illinois
$206K 1,594 +1,594 New
27 28
29
30 31