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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
12.47%
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 %
TWM
176
Tradition Wealth Management
Minnesota
$3.15M 28,599 -32 -0.1%
BIM
177
Bridges Investment Management
Nebraska
$3.13M 26,927 -61,553 -70%
AG
178
Ascent Group
Virginia
$3.12M 26,663 +5,738 +27%
SFG
179
Sage Financial Group
Pennsylvania
$3.06M 26,333 +45 +0.2%
PRWA
180
Platte River Wealth Advisors
Colorado
$3.02M 26,002 -44 -0.2%
OC
181
Oppenheimer & Co
New York
$2.99M 25,680 -708 -3%
MAM
182
Meeder Asset Management
Ohio
$2.94M 25,282 +1,880 +8%
CCM
183
Condor Capital Management
New Jersey
$2.93M 25,220 -306 -1%
BRWA
184
B. Riley Wealth Advisors
Florida
$2.93M 25,157 -5,700 -18%
HIA
185
Harbor Investment Advisory
Maryland
$2.78M 23,873 +6,600 +38%
CHC
186
City Holding Co
West Virginia
$2.75M 23,656 +2,388 +11%
NFW
187
Noble Family Wealth
Florida
$2.73M 23,457 -271 -1%
FPF
188
First Pacific Financial
Washington
$2.72M 23,365 +3,679 +19%
FWP
189
FAS Wealth Partners
Kansas
$2.56M 22,006 -315 -1%
PAS
190
Park Avenue Securities
New York
$2.55M 21,958 +5,418 +33%
GRP
191
Global Retirement Partners
California
$2.55M 22,431 -995 -4%
FIM
192
Freedom Investment Management
Connecticut
$2.5M 21,528 -795 -4%
MCA
193
MSH Capital Advisors
Arizona
$2.45M 21,049 -2,615 -11%
EAM
194
Eukles Asset Management
Ohio
$2.45M 21,029 -856 -4%
BOSSRA
195
B.O.S.S. Retirement Advisors
Utah
$2.44M 20,993 -489 -2%
Brown Advisory
196
Brown Advisory
Maryland
$2.42M 20,851 -601 -3%
WIM
197
Wittenberg Investment Management
Massachusetts
$2.41M 20,762 – –
AB
198
Atlas Brown
Kentucky
$2.41M 20,755 +87 +0.4%
Citigroup
199
Citigroup
New York
$2.38M 20,475 +2,762 +16%
BJL
200
Brighton Jones LLC
Washington
$2.37M 20,370 +1,086 +6%
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