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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 %
FWM
151
FMA Wealth Management
Massachusetts
$3.83M +$4.14K +33 +0.1%
AWS
152
Atria Wealth Solutions
New York
$3.76M -$911K -7,266 -20%
RFC
153
Regions Financial Corp
Alabama
$3.72M -$56.6K -452 -1%
FFN
154
Focus Financial Network
Minnesota
$3.71M -$2.87M -24,452 -44%
Citadel Advisors
155
Citadel Advisors
Florida
$3.67M -$2.23M -17,820 -38%
AG
156
Ascent Group
Virginia
$3.65M +$310K +2,477 +9%
ATI
157
ARK & TLK Investments
Oklahoma
$3.57M -$161K -1,281 -4%
HSA
158
HBK Sorce Advisory
Pennsylvania
$3.53M -$267K -2,127 -7%
NFC
159
Northeast Financial Consultants
Connecticut
$3.48M – – –
MCCA
160
Mill Creek Capital Advisors
Pennsylvania
$3.48M -$40.6K -324 -1%
CWM
161
Connecticut Wealth Management
Connecticut
$3.46M – – –
PAS
162
Park Avenue Securities
New York
$3.35M +$596K +4,753 +22%
SFG
163
Sage Financial Group
Pennsylvania
$3.3M -$3.51K -28 -0.1%
BRWA
164
B. Riley Wealth Advisors
Florida
$3.24M +$598K +5,700 +23%
OC
165
Oppenheimer & Co
New York
$3.23M +$13.5K +108 +0.4%
CCM
166
Condor Capital Management
New Jersey
$3.21M +$44.5K +355 +1%
CIS
167
Custom Index Systems
New York
$3.2M -$2.2M -17,522 -41%
PRWA
168
Platte River Wealth Advisors
Colorado
$3.18M -$79.6K -635 -2%
AI
169
Atria Investments
North Carolina
$3.18M -$237K -1,889 -7%
MAM
170
Meeder Asset Management
Ohio
$3.13M -$41.7K -333 -1%
HIA
171
Harbor Investment Advisory
Maryland
$3M +$5.14K +41 +0.2%
CHC
172
City Holding Co
West Virginia
$2.96M -$3.13K -25 -0.1%
William Blair & Company
173
William Blair & Company
Illinois
$2.95M -$480K -3,827 -14%
NFW
174
Noble Family Wealth
Florida
$2.93M -$11K -88 -0.4%
BIM
175
Bridges Investment Management
Nebraska
$2.93M -$448K -3,571 -13%
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