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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 %
WFA
101
WestHill Financial Advisors
California
$8.22M 68,062 -331 -0.5%
PCG
102
Prosperity Consulting Group
Maryland
$8.06M 66,740 -787 -1%
SF
103
Synovus Financial
Georgia
$8.05M 66,655 -926 -1%
SC
104
Savant Capital
Illinois
$7.99M 66,176 -1,586 -2%
FPIS
105
Financial Planning & Information Services
Wisconsin
$7.79M 64,525 -892 -1%
ECM
106
Evergreen Capital Management
Washington
$7.76M 64,275 +2,603 +4%
MCCA
107
Mill Creek Capital Advisors
Pennsylvania
$7.44M 61,597 +33,866 +122%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$7.42M 61,452 +5,124 +9%
IWA
109
Inspirion Wealth Advisors
Illinois
$7.36M 60,984 +630 +1%
MML Investors Services
110
MML Investors Services
Massachusetts
$7.21M 59,731 -8,643 -13%
CI
111
Conning Inc
Connecticut
$7.14M 59,127 +4,791 +9%
SA
112
Sanctuary Advisors
Indiana
$6.83M 56,926 +56,926 New
PFP
113
Pinnacle Financial Partners
Tennessee
$6.71M 55,552 +3,283 +6%
PAG
114
Private Advisor Group
New Jersey
$6.46M 53,501 -555 -1%
CG
115
Corundum Group
Colorado
$6.45M 53,443 +1,444 +3%
ML
116
McAdam LLC
Pennsylvania
$6.31M 52,229 -989 -2%
NA
117
NewEdge Advisors
Louisiana
$6.21M 51,446 +3,999 +8%
NI
118
Nuance Investments
Missouri
$5.94M 49,118 -9,948 -17%
JJBC
119
James J. Burns & Company
New York
$5.92M 49,034 +11,960 +32%
PWCM
120
Processus Wealth & Capital Management
Tennessee
$5.84M 48,342 +536 +1%
PIA
121
Powell Investment Advisors
Florida
$5.7M 47,194 +408 +0.9%
KFG
122
Kingdom Financial Group
Arizona
$5.69M 47,102 +2,464 +6%
BFG
123
Bleakley Financial Group
New Jersey
$5.68M 47,077 -2,867 -6%
AG
124
Ascent Group
Virginia
$5.62M 46,571 +17,431 +60%
GAB
125
German American Bancorp
Indiana
$5.62M 46,512 -933 -2%
3 4
5
6 7