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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
12.37%
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 %
KFI
551
Key Financial Inc
Pennsylvania
$313K – – –
IA
552
IFG Advisory
Georgia
$312K +$312K +2,587 New
APW
553
Acima Private Wealth
Virginia
$312K – – –
FA
554
FDx Advisors
Illinois
$311K +$1.57K +13 +0.5%
ECG
555
Edge Capital Group
Georgia
$310K -$13.3K -110 -4%
SCTC
556
Sanibel Captiva Trust Company
Florida
$310K – – –
CA
557
Continuum Advisory
Idaho
$308K +$3.38K +28 +1%
LAS
558
Lloyd Advisory Services
Georgia
$307K +$307K +2,541 New
BMCM
559
Bryn Mawr Capital Management
Pennsylvania
$306K -$6.04K -50 -2%
AP
560
Appleton Partners
Massachusetts
$305K +$6.17K +51 +2%
SCM
561
Steele Capital Management
Iowa
$305K +$14.6K +121 +5%
SW
562
SlateStone Wealth
Florida
$302K +$302K +2,500 New
VFPI
563
Vantage Financial Partners (Illinois)
Illinois
$302K – – –
AIA
564
Arbor Investment Advisors
North Carolina
$302K – – –
AMM
565
American Money Management
California
$301K -$20K -166 -6%
BI
566
Ballast Inc
Kentucky
$300K – – –
MMA
567
Miracle Mile Advisors
California
$298K -$786K -6,513 -73%
AAS
568
Annex Advisory Services
Wisconsin
$297K -$22.2K -184 -7%
FLI
569
Family Legacy Inc
South Carolina
$296K -$5.19K -43 -2%
JIC
570
Joel Isaacson & Co
New York
$291K +$72.8K +603 +33%
WP
571
WealthShield Partners
North Carolina
$290K +$48.9K +405 +20%
OP
572
ORG Partners
Indiana
$290K +$290K +2,423 New
EA
573
Everpar Advisors
Oklahoma
$288K -$7.37K -61 -2%
LWCFA
574
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$287K -$12.8K -101 -4%
AWG
575
Altus Wealth Group
Colorado
$286K -$151K -1,251 -35%
21 22
23
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