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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 %
GRP
201
Global Retirement Partners
California
$2.54M 19,632 -2,078 -10%
GWM
202
Geneos Wealth Management
Colorado
$2.53M 19,592 +121 +0.6%
EAM
203
Eukles Asset Management
Ohio
$2.53M 19,548 -893 -4%
CL
204
Choreo LLC
Illinois
$2.51M 19,383 +149 +0.8%
SPC
205
Sigma Planning Corp
Michigan
$2.48M 19,170 +871 +5%
IAA
206
Independent Advisor Alliance
North Carolina
$2.41M 18,670 +18,670 New
TC
207
TownSquare Capital
Utah
$2.41M 18,600 -15 -0.1%
ET
208
Equitable Trust
Tennessee
$2.39M 18,469 +18,469 New
SAM
209
Strive Asset Management
Ohio
$2.38M 18,438 +18,438 New
WB
210
WesBanco Bank
West Virginia
$2.37M 18,347 +21 +0.1%
AF
211
Advisornet Financial
Minnesota
$2.37M 18,286 +1,599 +10%
WT
212
Whittier Trust
California
$2.34M 18,083 -15 -0.1%
BRWA
213
B. Riley Wealth Advisors
Florida
$2.32M 17,905 -957 -5%
WTC
214
WhitTier Trust Company
Nevada
$2.31M 17,825 – –
Vanguard Group
215
Vanguard Group
Pennsylvania
$2.27M 17,532 -296 -2%
TCM
216
Telos Capital Management
California
$2.22M 17,143 +66 +0.4%
CAG
217
Csenge Advisory Group
Florida
$2.19M 16,971 -1,299 -7%
GIM
218
Goelzer Investment Management
Indiana
$2.19M 16,959 -245 -1%
ATPW
219
Ashton Thomas Private Wealth
Arizona
$2.18M 16,861 -215 -1%
Financial Engines Advisors
220
Financial Engines Advisors
California
$2.15M 16,650 +224 +1%
SF
221
Summit Financial
New Jersey
$2.13M 16,460 -22,287 -58%
FNBT
222
FineMark National Bank & Trust
Florida
$2.12M 16,372 +1,685 +11%
UAS
223
United Asset Strategies
New York
$2.12M 16,352 +195 +1%
PWP
224
Perfromance Wealth Partners
Illinois
$2.11M 16,305 -408 -2%
HNB
225
Huntington National Bank
Ohio
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7 8
9
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