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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 %
TCM
201
Telos Capital Management
California
$2.18M -$41.2K -329 -2%
ATPW
202
Ashton Thomas Private Wealth
Arizona
$2.18M -$21.2K -169 -1%
BlackRock
203
BlackRock
New York
$2.15M -$8.43M -67,259 -80%
HNB
204
Huntington National Bank
Ohio
$2.13M -$1.92M – –
FCI
205
Financial Counselors Inc
Kansas
$2.11M -$58.2K -464 -3%
AFS
206
Annapolis Financial Services
Maryland
$2.1M – – –
I2I
207
Insight 2811 Inc
Illinois
$2.07M -$24.8K -198 -1%
Renaissance Technologies
208
Renaissance Technologies
New York
$2.06M +$2.06M +16,400 New
GT
209
Glenview Trust
Kentucky
$2.05M – – –
GWM
210
Geneos Wealth Management
Colorado
$2.04M -$40.4K -322 -2%
ONB
211
Old National Bancorp
Indiana
$2.04M – – –
BB
212
Berkshire Bank
Massachusetts
$2.02M -$99.4K -793 -5%
Financial Engines Advisors
213
Financial Engines Advisors
California
$2M -$48.3K -385 -2%
LNC
214
Lincoln National Corp
Pennsylvania
$2M -$6.89K -55 -0.3%
SPC
215
Sigma Planning Corp
Michigan
$1.98M +$1.13M +9,017 +133%
WIM
216
Wittenberg Investment Management
Massachusetts
$1.98M -$627K -5,000 -24%
PS
217
Principal Securities
Iowa
$1.92M +$64.3K +513 +3%
SYBT
218
Stock Yards Bank & Trust
Kentucky
$1.9M +$297K +2,369 +19%
TPA
219
Trivium Point Advisory
Connecticut
$1.9M +$88.4K +705 +5%
WFS
220
Widmann Financial Services
Maryland
$1.89M +$20.2K +161 +1%
NFG
221
Nations Financial Group
Iowa
$1.88M +$23.4K +187 +1%
HGWM
222
Horst & Graben Wealth Management
Oregon
$1.87M -$52.8K -421 -3%
TPCW
223
TD Private Client Wealth
New York
$1.84M +$40.5K +323 +2%
QCG
224
Quadrant Capital Group
Ohio
$1.83M – – –
VCM
225
Virtue Capital Management
Tennessee
$1.82M +$1.82M +15,091 New
7 8
9
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