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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 %
SFS
126
Sowell Financial Services
Arkansas
$5.92M 44,754 +44,754 New
AG
127
Ascent Group
Virginia
$5.79M 43,784 -2,787 -6%
FMII
128
Farmers & Merchants Investments Inc
Nebraska
$5.78M 43,737 -171 -0.4%
HBS
129
Howard Bailey Securities
Indiana
$5.67M 42,862 +42,862 New
KFP
130
KMG Fiduciary Partners
Ohio
$5.56M 42,032 +18,209 +76%
XF
131
XML Financial
Maryland
$5.54M 41,866 -385 -0.9%
NW
132
NewEdge Wealth
Pennsylvania
$5.5M 41,553 -1,762 -4%
AC
133
Aldebaran Capital
Indiana
$5.46M 41,260 +2,496 +6%
GT
134
Glenmede Trust
Pennsylvania
$5.37M 40,638 – –
SF
135
Summit Financial
New Jersey
$5.12M 38,747 +679 +2%
EWA
136
EP Wealth Advisors
California
$5.08M 38,405 +4,878 +15%
MG
137
Mather Group
Illinois
$4.95M 37,446 +275 +0.7%
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$4.95M 37,431 -404 -1%
CB
139
Community Bank
New York
$4.93M 37,303 – –
Lido Advisors
140
Lido Advisors
California
$4.93M 37,267 +829 +2%
Cambridge Investment Research Advisors
141
Cambridge Investment Research Advisors
Iowa
$4.9M 37,043 +513 +1%
IP
142
Investment Partners
Ohio
$4.5M 34,007 -1,828 -5%
GVAG
143
Great Valley Advisor Group
Delaware
$4.49M 33,976 +1,519 +5%
Pathstone Holdings
144
Pathstone Holdings
New Jersey
$4.47M 33,803 -636 -2%
MWM
145
Modera Wealth Management
New Jersey
$4.35M 32,883 +599 +2%
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$4.29M 32,452 +32,452 New
PGFC
147
Peapack-Gladstone Financial Corp
New Jersey
$4.19M 31,704 -300 -0.9%
FFN
148
Focus Financial Network
Minnesota
$4.14M 31,268 -569 -2%
RFC
149
Regions Financial Corp
Alabama
$4.1M 31,012 -275 -0.9%
FWP
150
Falcon Wealth Planning
California
$4.1M 30,978 -236 -0.8%
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