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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 %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.15B 8,736,357 +446,911 +5%
Morgan Stanley
2
Morgan Stanley
New York
$1.05B 7,962,480 +32,300 +0.4%
US Bancorp
3
US Bancorp
Minnesota
$553M 4,179,134 +92,032 +2%
Wells Fargo
4
Wells Fargo
California
$506M 3,827,353 -36,426 -0.9%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$506M 3,823,373 -323,719 -8%
TIAA Trust, National Association
6
TIAA Trust, National Association
North Carolina
$501M 3,788,771 -828,417 -18%
Bank of America
7
Bank of America
North Carolina
$486M 3,677,513 -53,216 -1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$428M 3,236,356 +129,867 +4%
FCBT
9
First Citizens Bank & Trust
North Carolina
$339M 2,559,610 -334,488 -12%
CB
10
Commerce Bank
Missouri
$310M 2,346,647 -88,983 -4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$274M 2,070,490 -166,625 -7%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$267M 2,021,971 -13,615 -0.7%
Betterment LLC
13
Betterment LLC
New York
$245M 1,855,311 -55,913 -3%
UBS Group
14
UBS Group
Switzerland
$224M 1,690,546 +36,107 +2%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$194M 1,464,783 -42,168 -3%
Ameriprise
16
Ameriprise
Minnesota
$160M 1,212,924 +4,427 +0.4%
ZB
17
Zions Bancorporation
Utah
$145M 1,098,634 -2,967 -0.3%
Victory Capital Management
18
Victory Capital Management
Texas
$137M 1,036,700 -179,000 -15%
LPL Financial
19
LPL Financial
California
$131M 987,928 +110,325 +13%
CCWM
20
Cassaday & Co Wealth Management
Virginia
$126M 951,622 +21,314 +2%
SI
21
Stephens Inc
Arkansas
$108M 817,670 -2,511 -0.3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$105M 792,359 -1,202 -0.2%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$94.1M 711,365 +3,307 +0.5%
SGAM
24
Stephens Group Asset Management
Arkansas
$88.6M 670,188 -6,489 -1%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$72.6M 548,633 -37,234 -6%
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