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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 %
KFG
126
Kingdom Financial Group
Arizona
$5.59M +$1.56M +12,464 +39%
NW
127
NewEdge Wealth
Pennsylvania
$5.57M -$1.36M -11,387 -20%
FMII
128
Farmers & Merchants Investments Inc
Nebraska
$5.44M -$133K -1,060 -2%
XF
129
XML Financial
Maryland
$5.27M -$6.05M -48,293 -53%
GT
130
Glenmede Trust
Pennsylvania
$5.23M +$19.7K +157 +0.4%
VW
131
Vance Wealth
California
$5.01M +$459K +3,664 +10%
AC
132
Aldebaran Capital
Indiana
$5.01M +$5.01M +39,944 New
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$4.94M -$5.24M -41,786 -51%
Cambridge Investment Research Advisors
134
Cambridge Investment Research Advisors
Iowa
$4.92M -$394K -3,142 -7%
ANB
135
Amarillo National Bank
Texas
$4.74M -$6.89K -55 -0.1%
CB
136
Community Bank
New York
$4.71M -$135K -1,075 -3%
JJBC
137
James J. Burns & Company
New York
$4.57M -$1.51M -12,288 -25%
IP
138
Investment Partners
Ohio
$4.56M +$34.1K +272 +0.8%
Lido Advisors
139
Lido Advisors
California
$4.53M -$91.6K -731 -2%
EWA
140
EP Wealth Advisors
California
$4.33M -$105K -837 -2%
GVAG
141
Great Valley Advisor Group
Delaware
$4.2M -$109K -871 -3%
Pathstone Holdings
142
Pathstone Holdings
New Jersey
$4.18M +$538K +4,295 +15%
PGFC
143
Peapack-Gladstone Financial Corp
New Jersey
$4.17M -$215K -1,712 -5%
MG
144
Mather Group
Illinois
$4.15M -$128K -1,098 -3%
FWP
145
Falcon Wealth Planning
California
$4.11M -$118K -941 -3%
MWM
146
Modera Wealth Management
New Jersey
$4.09M +$12K +96 +0.3%
AI
147
Auour Investments
Massachusetts
$3.9M +$76.5K +610 +2%
RWP
148
RWA Wealth Partners
Massachusetts
$3.87M – – –
Bank of New York Mellon
149
Bank of New York Mellon
New York
$3.86M -$421K -3,359 -10%
T. Rowe Price Associates
150
T. Rowe Price Associates
Maryland
$3.85M – – –
4 5
6
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