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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 %
BlackRock
201
BlackRock
New York
$2.22M 18,383 +1,220 +7%
WB
202
WesBanco Bank
West Virginia
$2.21M 18,313 -197 -1%
EWA
203
EverSource Wealth Advisors
Alabama
$2.2M 17,187 +6,084 +55%
WTC
204
WhitTier Trust Company
Nevada
$2.19M 18,143 -238 -1%
WT
205
Whittier Trust
California
$2.19M 18,098 -12 -0.1%
FIM
206
Freedom Investment Management
Connecticut
$2.16M 17,870 -1,663 -9%
TCM
207
Telos Capital Management
California
$2.11M 17,461 +101 +0.6%
GIM
208
Goelzer Investment Management
Indiana
$2.11M 17,457 -1,044 -6%
PWP
209
Perfromance Wealth Partners
Illinois
$2.08M 17,260 -785 -4%
ATPW
210
Ashton Thomas Private Wealth
Arizona
$2.07M 17,151 -208 -1%
SAG
211
SageView Advisory Group
California
$2.05M 17,010 +13,755 +423%
GT
212
Glenview Trust
Kentucky
$2.02M 16,753 +380 +2%
HNB
213
Huntington National Bank
Ohio
– – – –
AFS
214
Annapolis Financial Services
Maryland
$2M 16,598 -123 -0.7%
SPC
215
Sigma Planning Corp
Michigan
$2M 16,525 +720 +5%
FCI
216
Financial Counselors Inc
Kansas
$1.99M 16,513 -329 -2%
BP
217
Ballentine Partners
Massachusetts
$1.98M 16,386 +12,761 +352%
Financial Engines Advisors
218
Financial Engines Advisors
California
$1.97M 16,348 +351 +2%
CAG
219
Csenge Advisory Group
Florida
$1.97M 16,347 +4,938 +43%
AF
220
Advisornet Financial
Minnesota
$1.96M 16,261 +1,747 +12%
GWM
221
Geneos Wealth Management
Colorado
$1.95M 16,157 -147 -0.9%
TA
222
TFB Advisors
Kansas
$1.94M 16,053 +1,785 +13%
BB
223
Berkshire Bank
Massachusetts
$1.85M 15,339 -803 -5%
BPA
224
Beacon Pointe Advisors
California
$1.83M 15,132 +1,648 +12%
HGWM
225
Horst & Graben Wealth Management
Oregon
$1.8M 14,948 +11 +0.1%
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