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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 %
FFC
526
First Financial Corp
Indiana
$336K – – –
BCG
527
Breakwater Capital Group
New Jersey
$335K +$3.98K +33 +1%
TA
528
TFG Advisers
Michigan
$333K -$724 -6 -0.2%
CTWM
529
Cherry Tree Wealth Management
Minnesota
$333K – – –
SDJVC
530
St. Denis J. Villere & Co
Louisiana
$330K +$84.3K +698 +34%
RIA
531
Regal Investment Advisors
Michigan
$330K -$1.57K -13 -0.5%
CCM
532
Cohen Capital Management
California
$329K +$362 +3 +0.1%
Qube Research & Technologies (QRT)
533
Qube Research & Technologies (QRT)
United Kingdom
$328K +$308K +2,555 +1,548%
TW
534
TrinityPoint Wealth
Connecticut
$325K -$21.1K -175 -6%
D
535
Dentgroup
Louisiana
$324K – – –
PA
536
PFG Advisors
Arizona
$322K +$41.4K +343 +15%
BIG
537
Builder Investment Group
Georgia
$322K -$2.54K -21 -0.8%
MOS
538
MGO One Seven
Ohio
$320K -$45.2K -374 -12%
BWM
539
BCGM Wealth Management
Indiana
$320K +$121 +1 +0%
NB
540
Nicolet Bankshares
Wisconsin
$319K – – –
BFA
541
Beacon Financial Advisory
Ohio
$319K +$1.09K +9 +0.3%
PA
542
Parallel Advisors
California
$319K -$47.2K -391 -13%
NAM
543
NTV Asset Management
West Virginia
$317K – – –
BCM
544
BTC Capital Management
Iowa
$316K – – –
MC
545
Moors & Cabot
Massachusetts
$315K -$94.3K -781 -23%
JWCA
546
J.W. Cole Advisors
Florida
$315K -$10.6K -88 -3%
PWM
547
Perigon Wealth Management
California
$314K +$7.49K +62 +2%
MFG
548
Magnus Financial Group
New York
$314K +$362 +3 +0.1%
BCM
549
Becker Capital Management
Oregon
$313K +$121 +1 +0%
Lazard Asset Management
550
Lazard Asset Management
New York
$313K – – –
20 21
22
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