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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 %
Boston Partners
276
Boston Partners
Massachusetts
$1.25M 10,320 +10,320 New
FGG
277
Financial Guidance Group
Florida
$1.23M 10,186 -1,600 -14%
CCB
278
Country Club Bank
Missouri
$1.23M 10,216 – –
FFA
279
First Foundation Advisors
California
$1.22M 10,079 +1,316 +15%
BBHC
280
Brown Brothers Harriman & Co
New York
$1.17M 9,711 – –
GM
281
GeoWealth Management
Illinois
$1.16M 9,645 +9,645 New
GIA
282
Gladstone Institutional Advisory
Florida
$1.16M 9,634 +397 +4%
MLA
283
My Legacy Advisors
Oregon
$1.15M 9,561 +2,322 +32%
EK
284
Evensky & Katz
Florida
$1.14M 9,415 -228 -2%
CIP
285
Chartwell Investment Partners
Pennsylvania
$1.14M 9,400 +9,400 New
BCI
286
Brinker Capital Investments
Pennsylvania
$1.13M 9,321 -22 -0.2%
OPS
287
Orion Portfolio Solutions
Nebraska
$1.13M 9,321 -22 -0.2%
PCH
288
PGIM Custom Harvest
New Jersey
$1.12M 9,290 +20 +0.2%
TCA
289
Transcend Capital Advisors
New Jersey
$1.12M 9,261 +50 +0.5%
LFA
290
LGT Financial Advisors
Texas
$1.11M 9,198 -320 -3%
TI
291
Truepoint Inc
Ohio
$1.09M 9,023 -583 -6%
TNB
292
Thomasville National Bank
Georgia
$1.08M 8,982 -241 -3%
RJT
293
Raymond James Trust
Florida
$1.07M 8,883 +51 +0.6%
VCM
294
Viewpoint Capital Management
Washington
$1.07M 8,879 – –
FI
295
FWG Investments
Kentucky
$1.06M 8,804 -972 -10%
KOC
296
Koss-Olinger Consulting
Florida
$1.06M 8,803 +8,803 New
CF
297
Corebridge Financial
Texas
$1.06M 8,800 +8,800 New
UCFA
298
United Capital Financial Advisors
Texas
$1.06M 8,753 -793 -8%
FNT
299
First National Trust
Pennsylvania
$1.05M 8,734 +1,315 +18%
FNBT
300
FineMark National Bank & Trust
Florida
$1.05M 8,692 -44 -0.5%
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