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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 Holding Trade Value Shares
Change 		Shares
Change %
FMTC
351
Farmers & Merchants Trust Company
California
$798K -$4.83K -40 -0.6%
FPAS
352
Focus Partners Advisor Solutions
Missouri
$783K -$154K -1,279 -16%
DT
353
Diversified Trust
Tennessee
$782K +$291K +2,414 +59%
CAM
354
Cozad Asset Management
Illinois
$781K -$15.6K -129 -2%
LW
355
Linscomb Wealth
Texas
$774K – – –
PP
356
Prosperity Planning
Missouri
$771K – – –
AA
357
Auxano Advisors
Washington
$763K +$24.1K +200 +3%
RWP
358
Revolve Wealth Partners
New Jersey
$762K – – –
FIA
359
Foundations Investment Advisors
Arizona
$758K -$19.2K -159 -2%
BOH
360
Bank of Hawaii
Hawaii
$754K -$24K -199 -3%
CB
361
Centennial Bank
Arkansas
$752K +$44.3K +367 +6%
PC
362
Port Capital
Illinois
$748K -$192K -1,591 -20%
CSPIA
363
Cary Street Partners Investment Advisory
Virginia
$736K +$65.9K +546 +10%
HCA
364
Harbour Capital Advisors
Virginia
$735K -$2.99K -25 -0.4%
FCH
365
Freestone Capital Holdings
Washington
$730K – – –
BFA
366
Bragg Financial Advisors
North Carolina
$726K -$12.1K -100 -2%
SIA
367
Stegner Investment Associates
Kentucky
$724K – – –
MC
368
Mathes Company
New York
$724K – – –
WAP
369
Wealthcare Advisory Partners
Pennsylvania
$723K +$168K +1,389 +30%
MWP
370
MYCIO Wealth Partners
Pennsylvania
$717K +$2.42K +20 +0.3%
IC
371
IEQ Capital
California
$714K +$483 +4 +0.1%
IWM
372
IHT Wealth Management
Illinois
$712K -$47K -389 -6%
RIS
373
Retirement Income Solutions
Michigan
$709K -$202K -1,673 -22%
PCM
374
Pointe Capital Management
Michigan
$707K -$36.1K -299 -5%
CT
375
Colonial Trust
South Carolina
$706K -$143K -1,186 -17%
13 14
15
16 17