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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.

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 %
WFA
101
WestHill Financial Advisors
California
$8.57M +$267K +2,134 +3%
MML Investors Services
102
MML Investors Services
Massachusetts
$8.57M -$433K -3,455 -5%
SC
103
Savant Capital
Illinois
$8.49M +$16.5K +132 +0.2%
SF
104
Synovus Financial
Georgia
$8.47M +$141K +1,126 +2%
PCG
105
Prosperity Consulting Group
Maryland
$8.46M +$4.44M +35,441 +110%
FPIS
106
Financial Planning & Information Services
Wisconsin
$8.2M -$256K -2,041 -3%
FC
107
Forte Capital
New York
$7.81M -$229K -1,830 -3%
ECM
108
Evergreen Capital Management
Washington
$7.73M +$1.12M +8,926 +17%
IWA
109
Inspirion Wealth Advisors
Illinois
$7.56M +$189K +1,506 +3%
WSTAM
110
Wilbanks Smith & Thomas Asset Management
Virginia
$7.51M -$257K -2,047 -3%
NI
111
Nuance Investments
Missouri
$7.42M -$2.86M -22,766 -28%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$7.06M +$954K +7,613 +16%
CI
113
Conning Inc
Connecticut
$6.81M +$107K +850 +2%
CA
114
Cetera Advisors
Colorado
$6.78M +$677K +5,405 +11%
PAG
115
Private Advisor Group
New Jersey
$6.77M -$528K -4,215 -7%
MBI
116
May Barnhard Investments
Maryland
$6.73M -$825K -6,583 -11%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$6.7M -$15.5M -49,050 -70%
ML
118
McAdam LLC
Pennsylvania
$6.67M -$254K -2,026 -4%
PFP
119
Pinnacle Financial Partners
Tennessee
$6.55M +$201K +1,603 +3%
CG
120
Corundum Group
Colorado
$6.52M +$12.5K +100 +0.2%
BFG
121
Bleakley Financial Group
New Jersey
$6.26M -$126K -1,009 -2%
PWCM
122
Processus Wealth & Capital Management
Tennessee
$5.99M +$1.22M +9,758 +26%
NA
123
NewEdge Advisors
Louisiana
$5.95M -$822K -6,556 -12%
GAB
124
German American Bancorp
Indiana
$5.95M +$50.9K +406 +0.9%
PIA
125
Powell Investment Advisors
Florida
$5.86M -$119K -949 -2%
3 4
5
6 7