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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 %
GCM
651
Gallacher Capital Management
Colorado
$212K – – –
CAG
652
Crestwood Advisors Group
Massachusetts
$212K -$61K -505 -22%
SFC
653
SYM Financial Corp
Indiana
$211K +$121 +1 +0.1%
HBW
654
Hazlett, Burt & Watson
West Virginia
$209K +$362 +3 +0.2%
YIH
655
Y-Intercept (HK)
Hong Kong
$209K +$209K +1,730 New
AL
656
Aspiriant LLC
California
$209K – – –
CCG
657
Cypress Capital Group
Florida
$207K – – –
LFAS
658
Level Four Advisory Services
Texas
$207K -$58.3K -483 -22%
CIBC World Market
659
CIBC World Market
Ontario, Canada
$207K -$725 -6 -0.3%
WMA
660
West Michigan Advisors
Michigan
$206K -$4.71K -39 -2%
EPWM
661
Essex Private Wealth Management
Massachusetts
$205K -$29.6K -245 -13%
HFS
662
HBC Financial Services
Washington
$205K – – –
PWMAG
663
Pinnacle Wealth Management Advisory Group
New Jersey
$205K +$205K +1,695 New
RFS
664
Richardson Financial Services
Massachusetts
$205K -$110K -907 -35%
FCAS
665
First Command Advisory Services
Texas
$203K – – –
MSAM
666
Moloney Securities Asset Management
Missouri
$203K – – –
LA
667
Legacy Advisors
Pennsylvania
$203K – – –
HTC
668
Haverford Trust Company
Pennsylvania
$201K – – –
Fiera Capital (Canada)
669
Fiera Capital (Canada)
Quebec, Canada
$201K -$3.38K -28 -2%
FWMM
670
Foundation Wealth Management (Missouri)
Missouri
$201K – – –
RWA
671
River Wealth Advisors
Pennsylvania
$200K – – –
BHBT
672
Burke & Herbert Bank & Trust
Virginia
$200K +$200K +1,660 New
CMP
673
Coston McIsaac & Partners
Maine
$195K – – –
SWA
674
SOA Wealth Advisors
New York
$193K +$483 +4 +0.3%
DWA
675
Dougherty Wealth Advisers
Minnesota
$184K -$9.66K -80 -5%
25 26
27
28 29