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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

937 hedge funds and large institutions have $10.8B invested in iShares Russell Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 302 increasing their positions, 266 reducing their positions, and 31 closing their positions.

Holders
937
Holders Change
+64
Holders Change %
+7.33%
% of All Funds
12.48%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.35%
New
117
Increased
302
Reduced
266
Closed
31
Calls
$2.43M
Puts
$621K
Net Calls
+$1.81M
Net Calls Change
-$2.75M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$97.7M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.21B
3
Bank of America
3
Bank of America
North Carolina
$543M
4
ACA
4
Anchor Capital Advisors
Massachusetts
$64.5M
5
Lido Advisors
5
Lido Advisors
California
$38.3M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$14.9M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$469M
3
HAFS
3
Hapanowicz & Associates Financial Services
Pennsylvania
$3.62M
4
Prudential Financial
4
Prudential Financial
New Jersey
$517K
5
AP
5
Advisors Preferred
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RP
176
Reinhart Partners
Wisconsin
$3.17M 245,513 +245,513 New
FMC
177
First Merchants Corp
Indiana
$3.15M 24,334 -18 -0.1%
HSA
178
HBK Sorce Advisory
Pennsylvania
$3.14M 24,299 -709 -3%
MCA
179
MSH Capital Advisors
Arizona
$3.1M 23,930 +150 +0.6%
Cerity Partners
180
Cerity Partners
New York
$3.08M 23,629 -267 -1%
HIA
181
Harbor Investment Advisory
Maryland
$3.06M 23,644 -270 -1%
OC
182
Oppenheimer & Co
New York
$2.96M 22,853 -98 -0.4%
WFS
183
Widmann Financial Services
Maryland
$2.94M 22,738 +7,761 +52%
ANB
184
Amarillo National Bank
Texas
$2.92M 22,592 -190 -0.8%
GVAG
185
Great Valley Advisor Group
Delaware
$2.91M 22,531 -11,445 -34%
Citigroup
186
Citigroup
New York
$2.9M 22,446 -1,459 -6%
Kovitz Investment Group Partners
187
Kovitz Investment Group Partners
Illinois
$2.89M 22,317 +1,492 +7%
MEG
188
Millstone Evans Group
Colorado
$2.88M 22,236 +22,236 New
FWP
189
FAS Wealth Partners
Kansas
$2.83M 21,901 -23 -0.1%
BOSSRA
190
B.O.S.S. Retirement Advisors
Utah
$2.81M 21,763 +19,697 +953%
SYBT
191
Stock Yards Bank & Trust
Kentucky
$2.77M 21,438 +1,622 +8%
MFG
192
Merit Financial Group
Georgia
$2.74M 21,163 +18,801 +796%
NFW
193
Noble Family Wealth
Florida
$2.72M 21,069 – –
FPF
194
First Pacific Financial
Washington
$2.69M 20,785 -298 -1%
AB
195
Atlas Brown
Kentucky
$2.68M 20,699 +99 +0.5%
BJL
196
Brighton Jones LLC
Washington
$2.67M 20,670 +201 +1%
LI
197
LifeWealth Investments
Florida
$2.64M 20,390 +20,390 New
Brown Advisory
198
Brown Advisory
Maryland
$2.57M 19,894 -270 -1%
WIC
199
Whitegate Investment Counselors
New Hampshire
$2.56M 19,817 – –
GT
200
Glenmede Trust
Pennsylvania
$2.55M 19,680 -20,958 -52%
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