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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 %
GAA
451
Guardian Asset Advisors
Pennsylvania
$471K +$11.1K +92 +2%
PI
452
PFG Investments
New York
$468K -$2.78K -23 -0.6%
FNBOO
453
First National Bank of Omaha
Nebraska
$462K – – –
SAM
454
Silvercrest Asset Management
New York
$462K – – –
WIC
455
Woodmont Investment Counsel
Tennessee
$459K – – –
1SB
456
1ST Source Bank
Indiana
$459K – – –
GGA
457
Granite Group Advisors
Connecticut
$459K – – –
OAM
458
Oppenheimer Asset Management
New York
$450K +$200K +1,659 +80%
OIA
459
OneDigital Investment Advisors
Kansas
$449K -$59.6K -494 -12%
CIA
460
Capital Investment Advisors
Georgia
$447K -$12.1K -100 -3%
EAM
461
Evanson Asset Management
California
$446K – – –
FA
462
Financial Alternatives
California
$442K – – –
ZF
463
Zhang Financial
Michigan
$440K – – –
HF
464
Halpern Financial
Virginia
$440K -$82.5K -683 -16%
MFIM
465
Mesirow Financial Investment Management
Illinois
$438K -$60.9K -504 -12%
NEWAS
466
N.E.W. Advisory Services
Wisconsin
$437K – – –
DW30
467
Drucker Wealth 3.0
New Jersey
$436K +$436K +3,614 New
Chevy Chase Trust
468
Chevy Chase Trust
Maryland
$433K – – –
PFBT
469
Parkside Financial Bank & Trust
Missouri
$430K – – –
CIA
470
Compass Ion Advisors
Pennsylvania
$429K – – –
VFA
471
Valeo Financial Advisors
Indiana
$428K +$5.68K +47 +1%
KCM
472
Kanawha Capital Management
Virginia
$428K +$223K +1,846 +109%
SB
473
Simmons Bank
Arkansas
$425K – – –
SWP
474
Summit Wealth Partners
Florida
$424K -$123K -1,020 -23%
GPA
475
Guidance Point Advisors
Massachusetts
$423K +$1.45K +12 +0.3%
17 18
19
20 21