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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$998M
2
AWM
AE Wealth Management
Kansas
$35.2M
3
SC
Sasco Capital
Connecticut
$0
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$1.58B
5
Victory Capital Management
Victory Capital Management
Texas
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSG
851
Main Street Group
Virginia
$498 – – –
CPG
852
Cornerstone Planning Group
New Jersey
$363 – – –
SC
853
Sasco Capital
Connecticut
– -$36.5M -314,000 Closed
GG
854
GenWealth Group
New Jersey
– -$14.7M -126,385 Closed
Susquehanna International Group
855
Susquehanna International Group
Pennsylvania
– -$6.52M -56,056 Closed
Charles Schwab
856
Charles Schwab
California
– -$5.05M -43,467 Closed
BOSSRA
857
B.O.S.S. Retirement Advisors
Utah
– -$2.44M -20,993 Closed
LCM
858
Leisure Capital Management
California
– -$1.48M -12,765 Closed
LGA
859
Lebenthal Global Advisors
New York
– -$1.35M -11,609 Closed
KOC
860
Koss-Olinger Consulting
Florida
– -$1.11M -9,552 Closed
RP
861
Reinhart Partners
Wisconsin
– -$1.07M -9,225 Closed
HH
862
Hilltop Holdings
Texas
– -$1.05M -9,065 Closed
HF
863
HRT Financial
New York
– -$595K -5,123 Closed
AWA
864
Arete Wealth Advisors
Illinois
– -$482K -4,142 Closed
AWA
865
Artemis Wealth Advisors
New York
– -$409K -3,518 Closed
American Century Companies
866
American Century Companies
Missouri
– -$364K -3,132 Closed
IA
867
IFG Advisory
Georgia
– -$340K -2,920 Closed
Boston Partners
868
Boston Partners
Massachusetts
– -$335K -2,897 Closed
PCS
869
Personal CFO Solutions
New Jersey
– -$327K -2,811 Closed
MIC
870
Meridian Investment Counsel
California
– -$326K -2,805 Closed
HSWM
871
Hubbell Strickland Wealth Management
Louisiana
– -$314K -2,701 Closed
LAS
872
Lloyd Advisory Services
Georgia
– -$297K -2,552 Closed
FFM
873
Forum Financial Management
Illinois
– -$271K -2,333 Closed
WKSWA
874
White Knight Strategic Wealth Advisors
New Jersey
– -$264K -2,267 Closed
FBFS
875
First Business Financial Services
Wisconsin
– -$247K -2,127 Closed
33 34
35
36 37