IWS icon

iShares Russell Mid-Cap Value ETF

850 hedge funds and large institutions have $11.5B invested in iShares Russell Mid-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 263 increasing their positions, 280 reducing their positions, and 45 closing their positions.

Holders
850
Holders Change
+67
Holders Change %
+8.56%
% of All Funds
12.47%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.45%
New
122
Increased
263
Reduced
280
Closed
45
Calls
$7.61M
Puts
$454K
Net Calls
+$7.15M
Net Calls Change
+$5.78M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.86B 15,989,050 +7,844,257 +96%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$1.49B 12,832,003 -1,378 -0%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$874M 7,518,850 +341,582 +5%
Bank of America
4
Bank of America
North Carolina
$488M 4,198,535 -308,610 -7%
Wells Fargo
5
Wells Fargo
California
$481M 4,133,740 -535,804 -11%
US Bancorp
6
US Bancorp
Minnesota
$461M 3,962,401 -111,907 -3%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$364M 3,127,508 +712,662 +30%
CB
8
Commerce Bank
Missouri
$312M 2,684,085 -122,560 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$290M 2,497,691 +312,109 +14%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$276M 2,369,245 -27,481 -1%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$246M 2,116,737 -46,270 -2%
Betterment LLC
12
Betterment LLC
New York
$241M 2,074,631 -98,556 -5%
FCBT
13
First Citizens Bank & Trust
North Carolina
$229M 1,966,212 +663,605 +51%
UBS Group
14
UBS Group
Switzerland
$200M 1,715,624 -17,589 -1%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$182M 1,568,517 -123,465 -7%
Victory Capital Management
16
Victory Capital Management
Texas
$165M 1,421,500 +26,500 +2%
ZB
17
Zions Bancorporation
Utah
$148M 1,275,546 -32,139 -2%
Ameriprise
18
Ameriprise
Minnesota
$141M 1,202,563 -254,147 -17%
CCWM
19
Cassaday & Co Wealth Management
Virginia
$104M 897,676 +14,764 +2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$103M 885,498 -40,819 -4%
LPL Financial
21
LPL Financial
California
$101M 872,788 -27,282 -3%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$95M 817,063 +161,468 +25%
SI
23
Stephens Inc
Arkansas
$80.4M 691,227 +13,814 +2%
SGAM
24
Stephens Group Asset Management
Arkansas
$78.5M 675,053 +27,364 +4%
Truist Financial
25
Truist Financial
North Carolina
$70.3M 604,526 -25,586 -4%