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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 %
MWM
876
Maripau Wealth Management
Indiana
– – -1,949 Closed
AI
877
Ariel Investments
Illinois
– – -1,880 Closed
RWM
878
Revisor Wealth Management
Ohio
– – -1,780 Closed
SFP
879
Shepherd Financial Partners
Massachusetts
– – -1,736 Closed
NB
880
Northwest Bancshares
Pennsylvania
– – -1,654 Closed
TSWM
881
Triangle Securities Wealth Management
North Carolina
– – -1,625 Closed
CBT
882
CoreFirst Bank & Trust
Kansas
– – -1,152 Closed
OC
883
Oakworth Capital
Alabama
– – -723 Closed
NCTC
884
New Covenant Trust Company
Indiana
– – -626 Closed
First Manhattan
885
First Manhattan
New York
– – -592 Closed
NCM
886
Northwest Capital Management
Oregon
– – -387 Closed
FIM
887
Fernwood Investment Management
Massachusetts
– – -360 Closed
PAM
888
Palisade Asset Management
Minnesota
– – -310 Closed
PCMC
889
Private Capital Management (Colorado)
Colorado
– – -308 Closed
LF
890
LifeSteps Financial
California
– – -303 Closed
AIMA
891
Ables Iannone Moore & Associates
Georgia
– – -183 Closed
NIC
892
Northwest Investment Counselors
Oregon
– – -182 Closed
MAWCM
893
Mine & Arao Wealth Creation & Management
California
– – -125 Closed
GWM
894
Grand Wealth Management
Michigan
– – -97 Closed
HFS
895
Hantz Financial Services
Michigan
– – -69 Closed
IWP
896
IAG Wealth Partners
Wisconsin
– – -65 Closed
BNP Paribas Financial Markets
897
BNP Paribas Financial Markets
France
– – -17 Closed
FSWA
898
Financial Synergies Wealth Advisors
Texas
– – -7 Closed
CA
899
CoreCap Advisors
Michigan
– – -7 Closed
Susquehanna International Group
900
Susquehanna International Group
Pennsylvania
– – – –
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