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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 %
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$22.1M 171,140 +160,055 +1,444%
MGIA
52
Moneta Group Investment Advisors
Missouri
$21.3M 164,955 +3,693 +2%
HighTower Advisors
53
HighTower Advisors
Illinois
$21.2M 163,698 +5,585 +4%
RFA
54
RTD Financial Advisors
Pennsylvania
$21.1M 163,216 +11,344 +7%
RA
55
Rodgers & Associates
Pennsylvania
$20.9M 161,250 +4,857 +3%
BPWM
56
Badgley Phelps Wealth Managers
Washington
$20.7M 159,838 +1,673 +1%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$20.3M 157,105 +3,610 +2%
Goldman Sachs
58
Goldman Sachs
New York
$19.9M 154,026 +45,542 +42%
AMG
59
Asset Management Group
Connecticut
$19.6M 151,668 -500 -0.3%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$18.6M 143,487 +20,121 +16%
BCIM
61
Bishop & Co Investment Management
Pennsylvania
$18.1M 140,108 -89 -0.1%
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$17.6M 135,852 -2,386 -2%
Northern Trust
63
Northern Trust
Illinois
$17.4M 134,658 +8,161 +6%
EARNEST Partners
64
EARNEST Partners
Georgia
$16.9M 130,406 +36,296 +39%
FCAM
65
First Citizens Asset Management
North Carolina
$16.8M 129,993 +852 +0.7%
NI
66
Nuance Investments
Missouri
$16.7M 128,916 +111,105 +624%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$16.5M 127,189 -5,466 -4%
LFWA
68
LBJ Family Wealth Advisors
Texas
$16.3M 126,065 -910 -0.7%
Stifel Financial
69
Stifel Financial
Missouri
$16.1M 124,759 -4,349 -3%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$15.2M 117,363 +3,215 +3%
FWM
71
FSA Wealth Management
Massachusetts
$14.9M 115,077 -484 -0.4%
Corient Private Wealth
72
Corient Private Wealth
Florida
$14.9M 114,998 -182,735 -61%
SPIA
73
Steward Partners Investment Advisory
New York
$14.8M 114,359 +2,513 +2%
Creative Planning
74
Creative Planning
Kansas
$14.5M 112,143 +18,241 +19%
WA
75
Waverly Advisors
Alabama
$14.3M 110,631 +5,098 +5%
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