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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
1
Envestnet Portfolio Solutions
Illinois
$507M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$354M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$980M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$37.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$345M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$998M
2
AWM
2
AE Wealth Management
Kansas
$35.2M
3
SC
3
Sasco Capital
Connecticut
$0
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$1.58B
5
Victory Capital Management
5
Victory Capital Management
Texas
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
76
FSA Wealth Management
Massachusetts
$14.2M +$387K +3,088 +3%
SPIA
77
Steward Partners Investment Advisory
New York
$13.9M +$510K +4,066 +4%
HIP
78
HUB Investment Partners
Texas
$13.8M +$53.4K +426 +0.4%
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$13.6M -$824K -6,571 -6%
SW
80
Simplicity Wealth
New Jersey
$13.5M +$6.23M +49,748 +86%
WA
81
Waverly Advisors
Alabama
$13.3M -$1.92M -15,294 -13%
FTS
82
Fifth Third Securities
Ohio
$13M -$17.4K -139 -0.1%
BF
83
BOK Financial
Oklahoma
$13M -$132K -1,060 -1%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$12.2M -$858K -6,833 -7%
BCWM
85
Bartlett & Co Wealth Management
Ohio
$12.1M -$504K -4,025 -4%
Creative Planning
86
Creative Planning
Kansas
$12.1M -$515K -4,108 -4%
AI
87
Accredited Investors
Minnesota
$11.3M -$213K -1,699 -2%
AssetMark Inc
88
AssetMark Inc
California
$11.1M +$10.9M +87,151 +6,116%
E
89
ETFidea
New York
$11M +$452K +3,609 +4%
TSW
90
Thompson Siegel & Walmsley
Virginia
$10.9M -$15.7M -125,356 -59%
JFG
91
JMG Financial Group
Illinois
$10.7M -$157K -1,249 -1%
JIC
92
Johnson Investment Counsel
Ohio
$10.5M -$395K -3,153 -4%
OAM
93
Occidental Asset Management
California
$10.5M +$224K +1,788 +2%
Principal Financial Group
94
Principal Financial Group
Iowa
$10.3M +$1.75M +14,000 +21%
FHA
95
First Horizon Advisors
Tennessee
$10.2M -$799K -6,374 -7%
KPWS
96
Kestra Private Wealth Services
Texas
$10.1M -$52.4K -418 -0.5%
EARNEST Partners
97
EARNEST Partners
Georgia
$10.1M +$4.26M +33,963 +73%
Prudential Financial
98
Prudential Financial
New Jersey
$9.79M -$400K -3,188 -4%
TFCP
99
Twin Focus Capital Partners
Massachusetts
$9.51M +$703K +5,609 +8%
MCM
100
MAI Capital Management
Ohio
$8.63M -$242K -1,934 -3%
2 3
4
5 6