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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

873 hedge funds and large institutions have $10.7B invested in iShares Russell Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 267 increasing their positions, 298 reducing their positions, and 43 closing their positions.

Holders
873
Holders Change
+23
Holders Change %
+2.71%
% of All Funds
12.63%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.41%
New
73
Increased
267
Reduced
298
Closed
43
Calls
$4.77M
Puts
$212K
Net Calls
+$4.56M
Net Calls Change
-$666K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.15B
2
MCC
2
Money Concepts Capital
Florida
$46.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$428M
4
SCM
4
Sterling Capital Management
North Carolina
$15.7M
5
FWM
5
FSA Wealth Management
Massachusetts
$15.3M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$501M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$339M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$506M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$0
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.47M
Name Market Value Shares Shares
Change 		Shares
Change %
MFC
851
Morris Financial Concepts
South Carolina
$5.94K 45 – –
AWM
852
Angeles Wealth Management
California
$5.82K 44 -3 -6%
CCC
853
Chelsea Counsel Company
California
$5.56K 42 – –
SL
854
Salomon & Ludwin
Virginia
$5.29K 40 – –
TSMHT
855
Thurston Springer Miller Herd & Titak
Indiana
$4.5K 34 – –
JGIA
856
Jackson Grant Investment Advisers
Connecticut
$3.59K 27 +27 New
RIA
857
Realta Investment Advisors
Delaware
$3.46K 26 +26 New
NMG
858
New Millennium Group
Utah
$3.44K 26 -3 -10%
VNA
859
Valley National Advisers
Pennsylvania
$3K 30 – –
DF
860
Dunhill Financial
United Kingdom
$2.94K 22 – –
PP
861
PFS Partners
New Jersey
$2.51K 19 – –
BWP
862
Baldwin Wealth Partners
Massachusetts
$2.51K 19 – –
EBA
863
Eagle Bay Advisors
New York
$2.51K 19 +19 New
FIM
864
FWL Investment Management
Texas
$2.38K 18 +18 New
PPWM
865
PFG Private Wealth Management
Florida
$2.12K 16 +16 New
WWM
866
Wolff Wiese Magana
California
$1.98K 15 +15 New
LC
867
Lindbrook Capital
California
$1.85K 14 – –
BNP Paribas Financial Markets
868
BNP Paribas Financial Markets
France
$1.85K 14 +14 New
IAIM
869
International Assets Investment Management
Florida
$1.11K 146,861 +139,184 +1,813%
BIA
870
Bell Investment Advisors
California
$794 6 – –
MSG
871
Main Street Group
Virginia
$529 4 – –
CPG
872
Cornerstone Planning Group
New Jersey
$398 3 -1 -25%
S
873
Sachetta
Massachusetts
$266 2 +2 New
CMP
874
Coston McIsaac & Partners
Maine
$214 1,623 – –
MFA
875
McClarren Financial Advisors
Pennsylvania
$93 290 -72 -20%
33 34
35
36 37