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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 %
MBI
126
May Barnhard Investments
Maryland
$5.5M 45,565 -8,106 -15%
FC
127
Forte Capital
New York
$5.45M 45,141 -17,178 -28%
BA
128
Bellwether Advisors
Nebraska
$5.33M 44,176 +44,176 New
FMII
129
Farmers & Merchants Investments Inc
Nebraska
$5.3M 43,908 +470 +1%
NW
130
NewEdge Wealth
Pennsylvania
$5.23M 43,315 -3,198 -7%
VW
131
Vance Wealth
California
$5.11M 42,288 +2,309 +6%
XF
132
XML Financial
Maryland
$5.1M 42,251 +201 +0.5%
GT
133
Glenmede Trust
Pennsylvania
$4.91M 40,638 -1,111 -3%
AC
134
Aldebaran Capital
Indiana
$4.68M 38,764 -1,180 -3%
MG
135
Mather Group
Illinois
$4.66M 37,171 +1,485 +4%
SF
136
Summit Financial
New Jersey
$4.6M 38,068 +33,179 +679%
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$4.57M 37,835 -1,541 -4%
ANB
138
Amarillo National Bank
Texas
$4.51M 37,337 -461 -1%
CB
139
Community Bank
New York
$4.5M 37,303 -282 -0.8%
Cambridge Investment Research Advisors
140
Cambridge Investment Research Advisors
Iowa
$4.41M 36,530 -2,691 -7%
Lido Advisors
141
Lido Advisors
California
$4.4M 36,438 +324 +0.9%
IP
142
Investment Partners
Ohio
$4.33M 35,835 -549 -2%
Pathstone Holdings
143
Pathstone Holdings
New Jersey
$4.16M 34,439 +1,052 +3%
KCM
144
Kennedy Capital Management
Missouri
$4.07M 33,711 +24,449 +264%
EWA
145
EP Wealth Advisors
California
$4.05M 33,527 -999 -3%
FFN
146
Focus Financial Network
Minnesota
$4.03M 31,837 +213 +0.7%
AllianceBernstein
147
AllianceBernstein
Tennessee
$4M 33,157 +24,142 +268%
GVAG
148
Great Valley Advisor Group
Delaware
$3.92M 32,457 -1,094 -3%
MWM
149
Modera Wealth Management
New Jersey
$3.9M 32,284 -331 -1%
PGFC
150
Peapack-Gladstone Financial Corp
New Jersey
$3.86M 32,004 -1,230 -4%
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