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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.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
–
Holders Change %
0%
% of All Funds
12.36%
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 %
SWM
401
Spire Wealth Management
Virginia
$613K -$45.9K -380 -7%
AA
402
Alesco Advisors
New York
$609K – – –
ODIJL
403
One Day In July LLC
Vermont
$598K -$124K -1,028 -17%
RMDI
404
R.M. Davis Inc
Maine
$596K +$3.62K +30 +0.6%
HCMT
405
Highland Capital Management (Tennessee)
Tennessee
$593K -$18.4K -152 -3%
RT
406
Rockland Trust
Massachusetts
$591K – – –
SIA
407
Schechter Investment Advisors
Michigan
$590K – – –
PFM
408
Phillips Financial Management
Indiana
$587K +$12.2K +101 +2%
ACP
409
Aveo Capital Partners
Colorado
$584K +$19.1K +158 +3%
LWM
410
LJI Wealth Management
Indiana
$580K – – –
MW
411
Marcum Wealth
Ohio
$580K +$41.7K +345 +8%
TGAM
412
TBH Global Asset Management
Tennessee
$577K -$80.8K -669 -12%
RIM
413
Rockbridge Investment Management
New York
$576K +$30.5K +253 +6%
MA
414
Montag & Associates
Georgia
$575K – – –
MMG
415
Monetary Management Group
Missouri
$574K – – –
IWM
416
Iams Wealth Management
Nebraska
$571K +$571K +4,731 New
CGPCS
417
Capital Group Private Client Services
California
$570K +$724 +6 +0.1%
BI
418
Berkeley Inc
Idaho
$570K -$572K -4,741 -50%
CCAL
419
City Center Advisors LLC
Michigan
$566K – – –
HF
420
HRT Financial
New York
$562K +$562K +4,660 New
SHWM
421
Smith & Howard Wealth Management
Georgia
$557K – – –
VA
422
Valmark Advisers
Ohio
$555K +$7.49K +62 +1%
MCWS
423
McKinley Carter Wealth Services
West Virginia
$554K -$75.3K -624 -12%
DC
424
Davenport & Co
Virginia
$552K +$19.6K +162 +4%
RSWM
425
Robertson Stephens Wealth Management
California
$543K +$68.6K +568 +14%
15 16
17
18 19