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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 %
WT
426
Washington Trust
Rhode Island
$542K – – –
IBOK
427
Independence Bank of Kentucky
Kentucky
$541K +$283K +2,342 +110%
MTIC
428
Missouri Trust & Investment Company
Missouri
$540K -$33.8K -280 -6%
SWA
429
Stratos Wealth Advisors
Ohio
$536K +$90.2K +747 +20%
PCA
430
Pallas Capital Advisors
Massachusetts
$530K -$11.2K -89 -2%
RTL
431
Red Tortoise LLC
Georgia
$528K – – –
MCM
432
Manchester Capital Management
Vermont
$528K – – –
FLPIM
433
F.L. Putnam Investment Management
Massachusetts
$524K +$194K +1,605 +59%
CWM
434
Cahaba Wealth Management
Georgia
$523K +$1.57K +13 +0.3%
B
435
Bensler
Washington
$523K – – –
TWP
436
Total Wealth Planning
Ohio
$513K -$93.5K -735 -15%
PB
437
Pinnacle Bancorp
Nebraska
$512K – – –
CFB
438
Cullen/Frost Bankers
Texas
$502K +$196K +1,625 +64%
GWA
439
Geometric Wealth Advisors
District of Columbia
$502K +$502K +4,155 New
AA
440
Axiom Advisory
California
$498K +$498K +4,102 New
AWA
441
Arete Wealth Advisors
Illinois
$498K +$498K +4,123 New
9WM
442
9258 Wealth Management
Ohio
$493K +$7.97K +66 +2%
EWS
443
Evergreen Wealth Solutions
Pennsylvania
$493K -$25.1K -208 -5%
CFG
444
Cooper Financial Group
California
$493K +$10.6K +88 +2%
GFL
445
Granite FO LLC
New Hampshire
$488K – – –
National Bank of Canada
446
National Bank of Canada
Quebec, Canada
$486K -$320K -2,675 -40%
FWTB
447
First Western Trust Bank
Colorado
$484K -$174K -1,443 -26%
FUBT
448
First United Bank & Trust
Maryland
$476K – – –
AWM
449
Apollon Wealth Management
South Carolina
$476K +$9.9K +82 +2%
SA
450
Skyline Advisors
Washington
$474K +$845 +7 +0.2%
16 17
18
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