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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 %
Wolverine Trading
876
Wolverine Trading
Illinois
– – -350,170 Closed
SFC
877
Strategic Financial Concepts
Texas
– – -112,211 Closed
BA
878
Bellwether Advisors
Nebraska
– – -44,176 Closed
FWM
879
FMA Wealth Management
Massachusetts
– – -30,582 Closed
CIS
880
Custom Index Systems
New York
– – -25,162 Closed
Jane Street
881
Jane Street
New York
– – -22,031 Closed
VCM
882
Virtue Capital Management
Tennessee
– – -13,996 Closed
BTWM
883
Baker Tilly Wealth Management
Wisconsin
– – -5,087 Closed
IWM
884
Iams Wealth Management
Nebraska
– – -4,731 Closed
AWA
885
Arete Wealth Advisors
Illinois
– – -4,123 Closed
OAM
886
Oppenheimer Asset Management
New York
– – -3,726 Closed
JSW
887
Journey Strategic Wealth
New Jersey
– – -3,251 Closed
PCS
888
Personal CFO Solutions
New Jersey
– – -2,977 Closed
IAA
889
Independent Advisor Alliance
North Carolina
– – -2,968 Closed
IA
890
IFG Advisory
Georgia
– – -2,587 Closed
SCM
891
Steele Capital Management
Iowa
– – -2,522 Closed
SW
892
SlateStone Wealth
Florida
– – -2,500 Closed
EA
893
Everpar Advisors
Oklahoma
– – -2,386 Closed
FMWA
894
Forvis Mazars Wealth Advisors
Missouri
– – -2,168 Closed
WA
895
Wealth Alliance
New York
– – -2,007 Closed
AT
896
American Trust
Kentucky
– – -1,998 Closed
PL
897
Plancorp LLC
Missouri
– – -1,940 Closed
TSS
898
Two Sigma Securities
New York
– – -1,895 Closed
EI
899
Ellevest Inc
New York
– – -1,856 Closed
CAI
900
Capital Advisors Inc
Oklahoma
– – -1,818 Closed
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