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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

850 hedge funds and large institutions have $10B invested in iShares Russell Mid-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 265 increasing their positions, 293 reducing their positions, and 47 closing their positions.

Holders
850
Holders Change
–
Holders Change %
0%
% of All Funds
12.37%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.38%
New
59
Increased
265
Reduced
293
Closed
47
Calls
$5.23M
Puts
–
Net Calls
+$5.23M
Net Calls Change
-$1.57M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$375M
3
Wolverine Trading
3
Wolverine Trading
Illinois
$42.3M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$28.6M
5
ACA
5
Anchor Capital Advisors
Massachusetts
$41.2M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$557M
2
Bank of America
2
Bank of America
North Carolina
$450M
3
ZB
3
Zions Bancorporation
Utah
$133M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$270M
5
AP
5
Advisors Preferred
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WFS
226
Widmann Financial Services
Maryland
$1.79M 14,790 -290 -2%
VCM
227
Virtue Capital Management
Tennessee
$1.76M 13,996 -1,095 -7%
TA
228
Tectonic Advisors
Texas
$1.75M 14,531 +3,379 +30%
QCG
229
Quadrant Capital Group
Ohio
$1.75M 14,474 -150 -1%
I2I
230
Insight 2811 Inc
Illinois
$1.75M 14,468 -2,022 -12%
NFG
231
Nations Financial Group
Iowa
$1.73M 14,328 -638 -4%
WI
232
Wintrust Investments
Illinois
$1.72M 14,216 +289 +2%
HFBOT
233
Home Federal Bank of Tennessee
Tennessee
$1.71M 14,193 -19 -0.1%
TWM
234
Tradition Wealth Management
Minnesota
$1.69M 14,032 -332 -2%
SFB
235
STAR Financial Bank
Indiana
$1.69M 13,987 -5,497 -28%
PS
236
Principal Securities
Iowa
$1.68M 13,927 -1,416 -9%
Bessemer Group
237
Bessemer Group
New Jersey
$1.67M 13,784 -7 -0.1%
Citadel Advisors
238
Citadel Advisors
Florida
$1.64M 13,615 -15,690 -54%
Cerity Partners
239
Cerity Partners
New York
$1.64M 13,546 -45 -0.3%
Franklin Resources
240
Franklin Resources
California
$1.63M 13,503 – –
TPCW
241
TD Private Client Wealth
New York
$1.63M 13,499 -1,181 -8%
WIM
242
Wittenberg Investment Management
Massachusetts
$1.6M 13,262 -2,500 -16%
PWS
243
Peloton Wealth Strategists
Indiana
$1.59M 13,169 -245 -2%
SWP
244
Stratos Wealth Partners
Ohio
$1.59M 13,139 +110 +0.8%
BIA
245
BHK Investment Advisors
Alabama
$1.58M 13,081 +1 +0%
IFPG
246
Intrepid Financial Planning Group
Indiana
$1.58M 13,057 -158 -1%
BFM
247
Broadview Financial Management
Wisconsin
$1.57M 12,992 +398 +3%
TPA
248
Trivium Point Advisory
Connecticut
$1.55M 12,855 -2,307 -15%
Thrivent Financial for Lutherans
249
Thrivent Financial for Lutherans
Minnesota
$1.55M 12,811 -25 -0.2%
ES
250
Eagle Strategies
New York
$1.54M 12,732 +6,230 +96%
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10
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