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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 %
Vanguard Group
201
Vanguard Group
Pennsylvania
$2.36M 17,828 -1,951 -10%
WTC
202
WhitTier Trust Company
Nevada
$2.36M 17,825 -318 -2%
NI
203
Nuance Investments
Missouri
$2.35M 17,811 -31,307 -64%
GIM
204
Goelzer Investment Management
Indiana
$2.28M 17,204 -253 -1%
TCM
205
Telos Capital Management
California
$2.26M 17,077 -384 -2%
ATPW
206
Ashton Thomas Private Wealth
Arizona
$2.26M 17,076 -75 -0.4%
HNB
207
Huntington National Bank
Ohio
– – – –
GT
208
Glenview Trust
Kentucky
$2.22M 16,778 +25 +0.1%
PWP
209
Perfromance Wealth Partners
Illinois
$2.21M 16,713 -547 -3%
AF
210
Advisornet Financial
Minnesota
$2.21M 16,687 +426 +3%
AFS
211
Annapolis Financial Services
Maryland
$2.2M 16,644 +46 +0.3%
FCI
212
Financial Counselors Inc
Kansas
$2.18M 16,474 -39 -0.2%
Financial Engines Advisors
213
Financial Engines Advisors
California
$2.17M 16,426 +78 +0.5%
BP
214
Ballentine Partners
Massachusetts
$2.17M 16,386 – –
FIM
215
Freedom Investment Management
Connecticut
$2.14M 16,197 -1,673 -9%
UAS
216
United Asset Strategies
New York
$2.14M 16,157 +16,157 New
TA
217
TFB Advisors
Kansas
$2.08M 15,759 -294 -2%
TA
218
Tectonic Advisors
Texas
$2.08M 15,707 +1,176 +8%
SAG
219
SageView Advisory Group
California
$2.06M 15,557 -1,453 -9%
NFG
220
Nations Financial Group
Iowa
$2.03M 15,351 +1,023 +7%
ABWM
221
Alpine Bank Wealth Management
Colorado
$2.01M 15,170 +15,170 New
WFS
222
Widmann Financial Services
Maryland
$1.98M 14,977 +187 +1%
FNBT
223
FineMark National Bank & Trust
Florida
$1.94M 14,687 +5,995 +69%
Bessemer Group
224
Bessemer Group
New Jersey
$1.93M 14,559 +775 +6%
BWM
225
Brophy Wealth Management
New Hampshire
$1.93M 14,561 +14,561 New
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