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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.

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 Market Value Shares Shares
Change 		Shares
Change %
EARNEST Partners
51
EARNEST Partners
Georgia
$22.7M 187,672 +107,275 +133%
TSW
52
Thompson Siegel & Walmsley
Virginia
$22.3M 184,318 +97,679 +113%
CP
53
Covenant Partners
Tennessee
$22M 182,517 -10,917 -6%
KAS
54
Kestra Advisory Services
Texas
$20.9M 177,080 +2,340 +1%
HAFS
55
Hapanowicz & Associates Financial Services
Pennsylvania
$20.6M 170,787 +3,238 +2%
RJA
56
Raymond James & Associates
Florida
$19.9M 164,924 +1,137 +0.7%
MGIA
57
Moneta Group Investment Advisors
Missouri
$19.5M 161,320 -1,115 -0.7%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$19.3M 160,178 +2,362 +1%
BPWM
59
Badgley Phelps Wealth Managers
Washington
$18.8M 155,836 +65 +0%
HighTower Advisors
60
HighTower Advisors
Illinois
$18.5M 153,185 +6,260 +4%
AMG
61
Asset Management Group
Connecticut
$18.4M 152,752 -1,138 -0.7%
RA
62
Rodgers & Associates
Pennsylvania
$18.2M 150,599 +2,677 +2%
FCAM
63
First Citizens Asset Management
North Carolina
$17.3M 143,379 -48,160 -25%
RFA
64
RTD Financial Advisors
Pennsylvania
$17.3M 142,980 +1,005 +0.7%
BCIM
65
Bishop & Co Investment Management
Pennsylvania
$16.8M 139,218 -176 -0.1%
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$16.6M 138,637 -2,682 -2%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$16.4M 135,616 -2,117 -2%
Stifel Financial
68
Stifel Financial
Missouri
$15.8M 130,903 +2,283 +2%
LFWA
69
LBJ Family Wealth Advisors
Texas
$15.3M 127,003 -2,319 -2%
Northern Trust
70
Northern Trust
Illinois
$15.2M 126,049 -192 -0.2%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$15.2M 125,914 -24,860 -16%
AAS
72
Avantax Advisory Services
Texas
$14.7M 122,088 +6,717 +6%
HIP
73
HUB Investment Partners
Texas
$14.4M 119,422 +9,511 +9%
Goldman Sachs
74
Goldman Sachs
New York
$13.5M 112,106 -24,897 -18%
SPIA
75
Steward Partners Investment Advisory
New York
$13.5M 111,799 +647 +0.6%
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