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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 %
FFBTD
876
First Financial Bank - Trust Division
Ohio
– -$230K -1,982 Closed
FSA
877
Financial Sense Advisors
California
– -$230K -1,977 Closed
OP
878
ORG Partners
Indiana
– -$226K -1,947 Closed
BRA
879
Biechele Royce Advisors
Indiana
– -$209K -1,793 Closed
OW
880
Olistico Wealth
Oklahoma
– -$203K -1,747 Closed
ODG
881
O'Dell Group
Ohio
– -$174K -1,500 Closed
GG
882
Greenwood Gearhart
Arkansas
– -$112K -962 Closed
NFA
883
Northwest Financial Advisors
Virginia
– -$101K -871 Closed
RAG
884
RIA Advisory Group
Iowa
– -$234K -853 Closed
RFA
885
Resurgent Financial Advisors
Georgia
– -$81.8K -703 Closed
1832 Asset Management
886
1832 Asset Management
Ontario, Canada
– -$67.1K -577 Closed
FCG
887
Financial Connections Group
California
– -$60K -517 Closed
LPP
888
Life Planning Partners
Florida
– -$51.3K -441 Closed
PS
889
Planned Solutions
California
– -$48.8K -420 Closed
FA
890
Faithward Advisors
Pennsylvania
– -$39.2K -344 Closed
DMKJ
891
David M. Knott Jr
– -$32K -273 Closed
FWM
892
Focused Wealth Management
New York
– -$30.4K -261 Closed
MSS
893
Mitchell Sinkler & Starr
Pennsylvania
– -$26.2K -225 Closed
AWM
894
Able Wealth Management
New Jersey
– -$25.8K -222 Closed
CCM
895
Chilton Capital Management
Texas
– -$23.5K -202 Closed
LFA
896
Level Financial Advisors
New York
– -$17.8K -153 Closed
WCM
897
Winthrop Capital Management
Indiana
– -$16.2K -139 Closed
TVAMP
898
Tennessee Valley Asset Management Partners
Tennessee
– -$14.6K -126 Closed
BWM
899
BKM Wealth Management
Wisconsin
– -$7.09K -61 Closed
MWM
900
Mascoma Wealth Management
New Hampshire
– -$5.82K -50 Closed
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