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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 %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.21B 9,320,249 +583,892 +7%
Morgan Stanley
2
Morgan Stanley
New York
$1.03B 7,929,895 -32,585 -0.4%
US Bancorp
3
US Bancorp
Minnesota
$550M 4,251,283 +72,149 +2%
Bank of America
4
Bank of America
North Carolina
$543M 4,197,949 +520,436 +14%
Wells Fargo
5
Wells Fargo
California
$526M 4,069,223 +241,870 +6%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$502M 3,884,250 +60,877 +2%
TIAA Trust, National Association
7
TIAA Trust, National Association
North Carolina
$469M 3,629,178 -159,593 -4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$436M 3,368,056 +131,700 +4%
FCBT
9
First Citizens Bank & Trust
North Carolina
$332M 2,570,252 +10,642 +0.4%
CB
10
Commerce Bank
Missouri
$296M 2,290,432 -56,215 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$278M 2,148,301 +77,811 +4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$261M 2,016,124 -5,847 -0.3%
Betterment LLC
13
Betterment LLC
New York
$232M 1,795,205 -60,106 -3%
UBS Group
14
UBS Group
Switzerland
$219M 1,695,569 +5,023 +0.3%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$187M 1,445,711 -19,072 -1%
Ameriprise
16
Ameriprise
Minnesota
$155M 1,198,106 -14,818 -1%
ZB
17
Zions Bancorporation
Utah
$152M 1,177,815 +79,181 +7%
LPL Financial
18
LPL Financial
California
$143M 1,102,590 +114,662 +12%
Victory Capital Management
19
Victory Capital Management
Texas
$138M 1,067,000 +30,300 +3%
CCWM
20
Cassaday & Co Wealth Management
Virginia
$125M 966,560 +14,938 +2%
SI
21
Stephens Inc
Arkansas
$107M 823,567 +5,897 +0.7%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$99.9M 772,732 -19,627 -2%
Raymond James Financial
23
Raymond James Financial
Florida
$97.7M 755,279 +755,279 New
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$94.1M 727,460 +16,095 +2%
SGAM
25
Stephens Group Asset Management
Arkansas
$86.5M 668,615 -1,573 -0.2%
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