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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 %
FOA
251
Five Oceans Advisors
California
$1.51M 12,499 -1 -0%
CTC
252
Central Trust Company
Missouri
$1.5M 12,446 -151 -1%
RCAG
253
Rehmann Capital Advisory Group
Michigan
$1.49M 12,324 +7 +0.1%
PSF
254
Pacific Sun Financial
California
$1.48M 12,284 -80 -0.6%
SCG
255
Sonata Capital Group
Washington
$1.47M 12,196 – –
PPC
256
Park Place Capital
Alabama
$1.39M 11,527 -152 -1%
ACA
257
Affinity Capital Advisors
California
$1.39M 11,488 – –
MAM
258
MWA Asset Management
Massachusetts
$1.39M 11,482 -55 -0.5%
PFA
259
Pure Financial Advisors
California
$1.39M 11,478 +43 +0.4%
AAS
260
Ameritas Advisory Services
Nebraska
$1.37M 11,386 +219 +2%
DADC
261
D.A. Davidson & Co
Montana
$1.37M 11,310 +569 +5%
SFA
262
Sequoia Financial Advisors
Ohio
$1.36M 11,285 +268 +2%
KWM
263
Kingsview Wealth Management
Oregon
$1.34M 11,105 +125 +1%
ASN
264
Advisory Services Network
Georgia
$1.31M 10,882 -840 -7%
RB
265
Renasant Bank
Mississippi
$1.31M 10,835 -50 -0.5%
CFO
266
Callan Family Office
Pennsylvania
$1.3M 10,793 +1,285 +14%
LB
267
Legacy Bridge
Iowa
$1.3M 10,781 – –
ACA
268
Aptus Capital Advisors
Alabama
$1.3M 10,763 -2,261 -17%
WANY
269
Wealthspire Advisors (New York)
New York
$1.3M 10,728 +370 +4%
EWA
270
ERTS Wealth Advisors
Michigan
$1.28M 10,628 +1 +0%
CC
271
Courier Capital
New York
$1.28M 10,623 – –
PFS
272
Prospera Financial Services
Texas
$1.27M 10,475 -125 -1%
MCM
273
MV Capital Management
Maryland
$1.26M 10,455 – –
WWA
274
WCG Wealth Advisors
Nevada
$1.26M 10,441 +10,441 New
BFC
275
Bedel Financial Consulting
Indiana
$1.26M 10,418 -6 -0.1%
9 10
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