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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 %
BIA
851
Bell Investment Advisors
California
$725 6 – –
MSG
852
Main Street Group
Virginia
$478 4 – –
CPG
853
Cornerstone Planning Group
New Jersey
$364 4 +1 +33%
AP
854
Advisors Preferred
Maryland
– – -132,840 Closed
MAM
855
Meeder Asset Management
Ohio
– – -24,949 Closed
Renaissance Technologies
856
Renaissance Technologies
New York
– – -16,400 Closed
LNC
857
Lincoln National Corp
Pennsylvania
– – -15,922 Closed
GAA
858
Global Assets Advisory
Florida
– – -13,808 Closed
SFG
859
Sowa Financial Group
Rhode Island
– – -10,397 Closed
MWM
860
Meridian Wealth Management
Kentucky
– – -10,009 Closed
CB
861
Cadence Bank
Mississippi
– – -7,626 Closed
SAW
862
Signal Advisors Wealth
Michigan
– – -7,583 Closed
AIG
863
American International Group
New York
– – -6,365 Closed
TB
864
Treynor Bancshares
Iowa
– – -5,562 Closed
EW
865
Evoke Wealth
California
– – -5,073 Closed
BWA
866
Beam Wealth Advisors
Louisiana
– – -4,110 Closed
WB
867
West Bancorporation
Iowa
– – -3,500 Closed
DWA
868
Douglass Winthrop Advisors
New York
– – -2,500 Closed
MAS
869
Meeder Advisory Services
Ohio
– – -2,381 Closed
NL
870
NWAM LLC
Washington
– – -2,285 Closed
CIC
871
Carnegie Investment Counsel
Ohio
– – -2,266 Closed
YCG
872
Yeomans Consulting Group
Georgia
– – -2,084 Closed
DFG
873
Delta Financial Group
New Jersey
– – -2,020 Closed
CW
874
CreativeOne Wealth
Kansas
– – -1,987 Closed
PPP
875
Private Portfolio Partners
New Jersey
– – -1,958 Closed
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