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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

850 hedge funds and large institutions have $11.5B invested in iShares Russell Mid-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 263 increasing their positions, 280 reducing their positions, and 45 closing their positions.

Holders
850
Holders Change
+67
Holders Change %
+8.56%
% of All Funds
12.46%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.45%
New
122
Increased
263
Reduced
280
Closed
45
Calls
$7.61M
Puts
$454K
Net Calls
+$7.15M
Net Calls Change
+$5.78M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.86B
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$364M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$229M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$874M
5
SC
5
Sasco Capital
Connecticut
$36.5M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$364K
2
Wells Fargo
2
Wells Fargo
California
$481M
3
Bank of America
3
Bank of America
North Carolina
$488M
4
SF
4
Synovus Financial
Georgia
$7.73M
5
Ameriprise
5
Ameriprise
Minnesota
$141M
Name Market Value Shares Shares
Change 		Shares
Change %
IP
151
Investment Partners
Ohio
$4.2M 36,112 +186 +0.5%
EWA
152
EP Wealth Advisors
California
$4.11M 35,363 +467 +1%
PGFC
153
Peapack-Gladstone Financial Corp
New Jersey
$4.06M 34,946 -471 -1%
GVAG
154
Great Valley Advisor Group
Delaware
$4M 34,422 +855 +3%
Bank of New York Mellon
155
Bank of New York Mellon
New York
$3.98M 34,185 -2,811 -8%
OPS
156
Orion Portfolio Solutions
Nebraska
$3.94M 34,058 +25,093 +280%
BCI
157
Brinker Capital Investments
Pennsylvania
$3.94M 34,058 +25,093 +280%
FWP
158
Falcon Wealth Planning
California
$3.93M 33,759 +24,363 +259%
EWMCB
159
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.86M 33,172 -1,487 -4%
MWM
160
Modera Wealth Management
New Jersey
$3.78M 32,519 -341 -1%
KFG
161
Kingdom Financial Group
Arizona
$3.74M 32,174 -2,027 -6%
PCG
162
Prosperity Consulting Group
Maryland
$3.73M 32,086 +7,907 +33%
RWP
163
RWA Wealth Partners
Massachusetts
$3.59M 30,884 -345 -1%
T. Rowe Price Associates
164
T. Rowe Price Associates
Maryland
$3.57M 30,708 – –
FWM
165
FMA Wealth Management
Massachusetts
$3.54M 30,487 +30,487 New
HSA
166
HBK Sorce Advisory
Pennsylvania
$3.52M 30,270 +150 +0.5%
RFC
167
Regions Financial Corp
Alabama
$3.51M 30,162 +687 +2%
AI
168
Auour Investments
Massachusetts
$3.5M 30,522 +552 +2%
ATI
169
ARK & TLK Investments
Oklahoma
$3.46M 29,758 +29,758 New
Pathstone Holdings
170
Pathstone Holdings
New Jersey
$3.38M 29,092 +29,092 New
MCCA
171
Mill Creek Capital Advisors
Pennsylvania
$3.26M 28,055 +296 +1%
NFC
172
Northeast Financial Consultants
Connecticut
$3.23M 27,788 – –
CWM
173
Connecticut Wealth Management
Connecticut
$3.21M 27,629 -596 -2%
William Blair & Company
174
William Blair & Company
Illinois
$3.18M 27,375 +61 +0.2%
AI
175
Atria Investments
North Carolina
$3.17M 27,226 -246 -0.9%
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