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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

937 hedge funds and large institutions have $10.8B invested in iShares Russell Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 302 increasing their positions, 266 reducing their positions, and 31 closing their positions.

Holders
937
Holders Change
+64
Holders Change %
+7.33%
% of All Funds
12.48%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.35%
New
117
Increased
302
Reduced
266
Closed
31
Calls
$2.43M
Puts
$621K
Net Calls
+$1.81M
Net Calls Change
-$2.75M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$97.7M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.21B
3
Bank of America
3
Bank of America
North Carolina
$543M
4
ACA
4
Anchor Capital Advisors
Massachusetts
$64.5M
5
Lido Advisors
5
Lido Advisors
California
$38.3M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$14.9M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$469M
3
HAFS
3
Hapanowicz & Associates Financial Services
Pennsylvania
$3.62M
4
Prudential Financial
4
Prudential Financial
New Jersey
$517K
5
AP
5
Advisors Preferred
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SF
101
Synovus Financial
Georgia
$9.03M 69,780 -93 -0.1%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$8.51M 65,796 -1,559 -2%
MCCA
103
Mill Creek Capital Advisors
Pennsylvania
$7.99M 61,741 -274 -0.4%
CI
104
Conning Inc
Connecticut
$7.87M 60,882 – –
IWA
105
Inspirion Wealth Advisors
Illinois
$7.78M 60,010 -453 -0.7%
SA
106
Sanctuary Advisors
Indiana
$7.64M 56,732 -1,342 -2%
PFP
107
Pinnacle Financial Partners
Tennessee
$7.61M 58,855 +1,719 +3%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$7.28M 56,291 +3,649 +7%
IWM
109
Inlight Wealth Management
Georgia
$7.18M 55,548 +55,548 New
Fuller & Thaler Asset Management
110
Fuller & Thaler Asset Management
California
$7.08M 54,711 +42,822 +360%
BCI
111
Brinker Capital Investments
Pennsylvania
$7.07M 54,688 +42,472 +348%
OPS
112
Orion Portfolio Solutions
Nebraska
$7.07M 54,688 +42,472 +348%
APP
113
Avantax Planning Partners
Iowa
$7M 54,148 +2,815 +5%
NA
114
NewEdge Advisors
Louisiana
$6.99M 54,074 +1,469 +3%
PAG
115
Private Advisor Group
New Jersey
$6.93M 53,567 -732 -1%
ML
116
McAdam LLC
Pennsylvania
$6.88M 53,205 +1,618 +3%
KCM
117
Kennedy Capital Management
Missouri
$6.87M 53,120 +33,990 +178%
CG
118
Corundum Group
Colorado
$6.44M 49,829 -1,210 -2%
PWCM
119
Processus Wealth & Capital Management
Tennessee
$6.42M 49,652 +1,185 +2%
PIA
120
Powell Investment Advisors
Florida
$6.41M 49,527 +533 +1%
MWM
121
Modera Wealth Management
New Jersey
$6.35M 49,104 +16,221 +49%
JJBC
122
James J. Burns & Company
New York
$6.28M 48,588 -241 -0.5%
SFS
123
Sowell Financial Services
Arkansas
$6.18M 47,744 +2,990 +7%
BFG
124
Bleakley Financial Group
New Jersey
$6.05M 46,807 -152 -0.3%
MBI
125
May Barnhard Investments
Maryland
$5.91M 45,685 -40 -0.1%
3 4
5
6 7