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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 %
NF
576
Nvest Financial
New Hampshire
$286K -$1.93K -16 -0.7%
CFP
577
Cascade Financial Partners
California
$284K +$44.3K +367 +18%
PFG
578
Pacific Financial Group
Washington
$283K -$3.38K -28 -1%
KP
579
Keel Point
Alabama
$282K -$34.8K -280 -11%
PIMG
580
Patriot Investment Management Group
Tennessee
$279K – – –
LI
581
Leeward Investments
Massachusetts
$278K – – –
1IA
582
1834 Investment Advisors
Wisconsin
$274K – – –
AFC
583
AFT Forsyth & Company
Florida
$273K +$242 +2 +0.1%
KL
584
KilterHowling LLC
Colorado
$272K +$845 +7 +0.3%
RBFC
585
Roman Butler Fullerton & Co
Missouri
$271K -$14K -116 -5%
FM
586
Foster & Motley
Ohio
$269K – – –
EPM
587
Elm Partners Management
Pennsylvania
$268K – – –
QCM
588
QRG Capital Management
Illinois
$268K +$3.98K +33 +2%
VNIM
589
Vaughan Nelson Investment Management
Texas
$262K -$42.3K -350 -14%
FMWA
590
Forvis Mazars Wealth Advisors
Missouri
$262K -$130K -1,080 -33%
NB
591
NBT Bank
New York
$261K – – –
PCIA
592
Prime Capital Investment Advisors
Kansas
$260K -$25.5K -211 -9%
AA
593
Aire Advisors
California
$259K +$17.4K +144 +7%
CIA
594
Cape Investment Advisory
Georgia
$259K +$6.52K +54 +3%
USB
595
Union Savings Bank
Connecticut
$257K – – –
MWM
596
Mission Wealth Management
California
$256K -$1.33K -11 -0.5%
DWP
597
Daymark Wealth Partners
Ohio
$255K +$255K +2,110 New
PFM
598
Peak Financial Management
Massachusetts
$254K – – –
TF
599
Theory Financial
Colorado
$253K -$86.5K -716 -25%
RFN
600
RDA Financial Network
Iowa
$253K -$5.55K -46 -2%
22 23
24
25 26