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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 %
CFGS
176
Concourse Financial Group Securities
Alabama
$3.08M 23,276 +1,868 +9%
OC
177
Oppenheimer & Co
New York
$3.04M 22,951 -34 -0.1%
AI
178
Atria Investments
North Carolina
$3.03M 22,886 -5,862 -20%
ANB
179
Amarillo National Bank
Texas
$3.01M 22,782 -14,555 -39%
CAM
180
Cresset Asset Management
Illinois
$2.97M 22,438 +3,983 +22%
FWP
181
FAS Wealth Partners
Kansas
$2.9M 21,924 +141 +0.6%
GRP
182
Global Retirement Partners
California
$2.87M 21,710 -31 -0.1%
FPF
183
First Pacific Financial
Washington
$2.79M 21,083 -295 -1%
NFW
184
Noble Family Wealth
Florida
$2.79M 21,069 -1,950 -8%
AB
185
Atlas Brown
Kentucky
$2.72M 20,600 +85 +0.4%
BJL
186
Brighton Jones LLC
Washington
$2.71M 20,469 +565 +3%
EAM
187
Eukles Asset Management
Ohio
$2.7M 20,441 -710 -3%
Brown Advisory
188
Brown Advisory
Maryland
$2.67M 20,164 -56 -0.3%
WIC
189
Whitegate Investment Counselors
New Hampshire
$2.62M 19,817 – –
SYBT
190
Stock Yards Bank & Trust
Kentucky
$2.62M 19,816 +1,301 +7%
GWM
191
Geneos Wealth Management
Colorado
$2.58M 19,471 +3,314 +21%
KCM
192
Kennedy Capital Management
Missouri
$2.53M 19,130 -14,581 -43%
CL
193
Choreo LLC
Illinois
$2.53M 19,234 -203 -1%
BRWA
194
B. Riley Wealth Advisors
Florida
$2.48M 18,862 -2,302 -11%
BlackRock
195
BlackRock
New York
$2.47M 18,703 +320 +2%
TC
196
TownSquare Capital
Utah
$2.46M 18,615 -916 -5%
WB
197
WesBanco Bank
West Virginia
$2.42M 18,326 +13 +0.1%
SPC
198
Sigma Planning Corp
Michigan
$2.42M 18,299 +1,774 +11%
CAG
199
Csenge Advisory Group
Florida
$2.42M 18,270 +1,923 +12%
WT
200
Whittier Trust
California
$2.39M 18,098 – –
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