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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 %
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$13.6M 102,881 -5,481 -5%
HAFS
77
Hapanowicz & Associates Financial Services
Pennsylvania
$13.6M 102,608 -68,179 -40%
HSBC Holdings
78
HSBC Holdings
United Kingdom
$13.4M 101,087 -132,605 -57%
BF
79
BOK Financial
Oklahoma
$13M 99,486 -305 -0.3%
UB
80
UMB Bank
Missouri
$12.9M 97,626 -6,606 -6%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$12.8M 97,268 +389 +0.4%
CA
82
Clearstead Advisors
Ohio
$12.8M 97,054 +9,219 +10%
JIC
83
Johnson Investment Counsel
Ohio
$12.7M 96,052 +12,491 +15%
EARNEST Partners
84
EARNEST Partners
Georgia
$12.4M 94,110 -93,562 -50%
Creative Planning
85
Creative Planning
Kansas
$12.4M 93,902 -2,298 -2%
PCG
86
Prosperity Consulting Group
Maryland
$12.3M 92,642 +25,902 +39%
BCWM
87
Bartlett & Co Wealth Management
Ohio
$12.2M 92,226 -1,435 -2%
E
88
ETFidea
New York
$12M 90,620 +873 +1%
SC
89
Savant Capital
Illinois
$11.7M 88,451 +22,275 +34%
OAM
90
Occidental Asset Management
California
$11.6M 88,027 +4 +0%
AI
91
Accredited Investors
Minnesota
$10.8M 81,912 +1,000 +1%
AAS
92
Avantax Advisory Services
Texas
$10.6M 80,455 -41,633 -34%
JFG
93
JMG Financial Group
Illinois
$10.6M 80,042 -747 -0.9%
FHA
94
First Horizon Advisors
Tennessee
$10.5M 79,670 -1,797 -2%
Prudential Financial
95
Prudential Financial
New Jersey
$10.1M 76,099 +1,488 +2%
KPWS
96
Kestra Private Wealth Services
Texas
$9.83M 74,294 -1,862 -2%
TFCP
97
Twin Focus Capital Partners
Massachusetts
$9.59M 72,522 -1,385 -2%
MCM
98
MAI Capital Management
Ohio
$9.39M 70,999 +2,504 +4%
SF
99
Synovus Financial
Georgia
$9.24M 69,873 +3,218 +5%
WFA
100
WestHill Financial Advisors
California
$9.02M 68,198 +136 +0.2%
2 3
4
5 6