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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 %
FMC
176
First Merchants Corp
Indiana
$2.82M 23,362 +41 +0.2%
NFW
177
Noble Family Wealth
Florida
$2.78M 23,019 -350 -1%
OC
178
Oppenheimer & Co
New York
$2.78M 22,985 -2,803 -11%
MCA
179
MSH Capital Advisors
Arizona
$2.71M 22,445 +455 +2%
Jane Street
180
Jane Street
New York
$2.66M 22,031 +15,838 +256%
FWP
181
FAS Wealth Partners
Kansas
$2.63M 21,783 -365 -2%
GRP
182
Global Retirement Partners
California
$2.63M 21,741 -426 -2%
CFGS
183
Concourse Financial Group Securities
Alabama
$2.58M 21,408 +540 +3%
FPF
184
First Pacific Financial
Washington
$2.58M 21,378 -727 -3%
BRWA
185
B. Riley Wealth Advisors
Florida
$2.56M 21,164 -9,693 -31%
EAM
186
Eukles Asset Management
Ohio
$2.55M 21,151 +330 +2%
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$2.55M 21,127 -93 -0.4%
Kovitz Investment Group Partners
188
Kovitz Investment Group Partners
Illinois
$2.53M 20,948 +10,695 +104%
Allspring Global Investments
189
Allspring Global Investments
North Carolina
$2.51M 20,762 +8,883 +75%
AB
190
Atlas Brown
Kentucky
$2.48M 20,515 -194 -0.9%
Brown Advisory
191
Brown Advisory
Maryland
$2.44M 20,220 -45 -0.2%
BJL
192
Brighton Jones LLC
Washington
$2.4M 19,904 +20 +0.1%
WIC
193
Whitegate Investment Counselors
New Hampshire
$2.39M 19,817 – –
Vanguard Group
194
Vanguard Group
Pennsylvania
$2.39M 19,779 +306 +2%
Fuller & Thaler Asset Management
195
Fuller & Thaler Asset Management
California
$2.36M 19,570 +16,399 +517%
TC
196
TownSquare Capital
Utah
$2.36M 19,531 +7,989 +69%
CL
197
Choreo LLC
Illinois
$2.32M 19,437 +7,707 +66%
FCP
198
Fidelis Capital Partners
Florida
$2.24M 18,469 -845 -4%
SYBT
199
Stock Yards Bank & Trust
Kentucky
$2.24M 18,515 +3,352 +22%
CAM
200
Cresset Asset Management
Illinois
$2.23M 18,455 +956 +5%
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