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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.

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
1
Envestnet Portfolio Solutions
Illinois
$507M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$354M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$980M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$37.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$345M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$998M
2
AWM
2
AE Wealth Management
Kansas
$35.2M
3
SC
3
Sasco Capital
Connecticut
$0
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$1.58B
5
Victory Capital Management
5
Victory Capital Management
Texas
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAFS
51
Hapanowicz & Associates Financial Services
Pennsylvania
$21M +$274K +2,190 +1%
RJA
52
Raymond James & Associates
Florida
$20.5M -$7.58M -60,463 -27%
MGIA
53
Moneta Group Investment Advisors
Missouri
$20.4M +$6.37M +50,788 +45%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$19.8M +$2.79M +22,292 +16%
BPWM
55
Badgley Phelps Wealth Managers
Washington
$19.5M +$852K +6,795 +5%
AMG
56
Asset Management Group
Connecticut
$19.3M -$187K -1,490 -1%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$18.9M -$7.5M -59,858 -28%
RA
58
Rodgers & Associates
Pennsylvania
$18.5M -$461K -3,681 -2%
HighTower Advisors
59
HighTower Advisors
Illinois
$18.4M -$1.83M -14,565 -9%
ACA
60
Anchor Capital Advisors
Massachusetts
$17.9M -$22.7M -181,225 -56%
RFA
61
RTD Financial Advisors
Pennsylvania
$17.8M +$846K +6,754 +5%
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$17.6M -$624K -5,018 -3%
BCIM
63
Bishop & Co Investment Management
Pennsylvania
$17.5M -$11.4M -91,221 -40%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$17.3M -$1.94M -15,482 -10%
Goldman Sachs
65
Goldman Sachs
New York
$17.2M -$196K -1,565 -1%
AP
66
Advisors Preferred
Maryland
$16.5M -$2.61M -21,006 -14%
LFWA
67
LBJ Family Wealth Advisors
Texas
$16.2M +$503K +4,014 +3%
Stifel Financial
68
Stifel Financial
Missouri
$16.1M +$67.9K +542 +0.4%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$16.1M -$2.81M -22,454 -15%
Northern Trust
70
Northern Trust
Illinois
$15.8M -$256K -2,039 -2%
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$15M +$14.4M +114,671 +2,359%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$15M +$462K +3,684 +3%
AAS
73
Avantax Advisory Services
Texas
$14.5M -$492K -3,926 -3%
UB
74
UMB Bank
Missouri
$14.4M -$400K -3,189 -3%
Comerica Bank
75
Comerica Bank
Texas
$14.3M -$1.01M -8,035 -7%
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