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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

850 hedge funds and large institutions have $11.5B invested in iShares Russell Mid-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 263 increasing their positions, 280 reducing their positions, and 45 closing their positions.

Holders
850
Holders Change
+67
Holders Change %
+8.56%
% of All Funds
12.47%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.45%
New
122
Increased
263
Reduced
280
Closed
45
Calls
$7.61M
Puts
$454K
Net Calls
+$7.15M
Net Calls Change
+$5.78M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.86B
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$364M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$229M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$874M
5
SC
5
Sasco Capital
Connecticut
$36.5M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$364K
2
Wells Fargo
2
Wells Fargo
California
$481M
3
Bank of America
3
Bank of America
North Carolina
$488M
4
SF
4
Synovus Financial
Georgia
$7.73M
5
Ameriprise
5
Ameriprise
Minnesota
$141M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$13.4M 114,946 -1,991 -2%
MGIA
77
Moneta Group Investment Advisors
Missouri
$13M 111,647 +11,664 +12%
FWM
78
FSA Wealth Management
Massachusetts
$12.8M 110,050 +1,273 +1%
HIP
79
HUB Investment Partners
Texas
$12.7M 109,485 +9,519 +10%
GW
80
GW & Wade
Massachusetts
$12.6M 108,204 -7,249 -6%
SPIA
81
Steward Partners Investment Advisory
New York
$12.5M 107,086 +7,892 +8%
BF
82
BOK Financial
Oklahoma
$12.2M 105,309 +155 +0.1%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$12.2M 104,044 +29,868 +40%
FTS
84
Fifth Third Securities
Ohio
$12.1M 103,818 -298 -0.3%
SW
85
SVB Wealth
Massachusetts
$12M 103,014 +88,003 +586%
BC
86
Bartlett & Co
Ohio
$11.8M 100,657 -21,737 -18%
BCWM
87
Bartlett & Co Wealth Management
Ohio
$11.8M 100,657 -21,737 -18%
Creative Planning
88
Creative Planning
Kansas
$11.7M 100,646 +212 +0.2%
AI
89
Accredited Investors
Minnesota
$10.7M 92,124 +34,145 +59%
XF
90
XML Financial
Maryland
$10.5M 90,343 +6,399 +8%
FHA
91
First Horizon Advisors
Tennessee
$10.2M 87,750 +6,861 +8%
JIC
92
Johnson Investment Counsel
Ohio
$10.1M 86,849 -849 -1%
JFG
93
JMG Financial Group
Illinois
$10.1M 86,594 -2,253 -3%
BlackRock
94
BlackRock
New York
$9.82M 84,422 +66,096 +361%
E
95
ETFidea
New York
$9.78M 84,070 +2,192 +3%
NI
96
Nuance Investments
Missouri
$9.52M 81,832 -12,309 -13%
OAM
97
Occidental Asset Management
California
$9.49M 81,599 +1,142 +1%
KPWS
98
Kestra Private Wealth Services
Texas
$9.46M 81,367 -500 -0.6%
Prudential Financial
99
Prudential Financial
New Jersey
$9.45M 81,289 +3,908 +5%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$9.44M 81,162 +12,232 +18%
2 3
4
5 6