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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 %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1B 8,289,446 +471,443 +6%
Morgan Stanley
2
Morgan Stanley
New York
$957M 7,930,180 -32,678 -0.4%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$557M 4,617,188 -7,977,302 -63%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$501M 4,147,092 +100,214 +2%
US Bancorp
5
US Bancorp
Minnesota
$493M 4,087,102 +8,742 +0.2%
Wells Fargo
6
Wells Fargo
California
$467M 3,863,779 -60,116 -2%
Bank of America
7
Bank of America
North Carolina
$450M 3,730,729 -670,379 -15%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$375M 3,106,489 +353,052 +13%
FCBT
9
First Citizens Bank & Trust
North Carolina
$349M 2,894,098 +72,108 +3%
CB
10
Commerce Bank
Missouri
$294M 2,435,630 -95,429 -4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$270M 2,237,115 -156,858 -7%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$246M 2,035,586 -27,573 -1%
Betterment LLC
13
Betterment LLC
New York
$231M 1,911,224 -67,438 -3%
UBS Group
14
UBS Group
Switzerland
$200M 1,654,439 -55,875 -3%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$182M 1,506,951 -37,938 -2%
Victory Capital Management
16
Victory Capital Management
Texas
$147M 1,215,700 +12,200 +1%
Ameriprise
17
Ameriprise
Minnesota
$146M 1,208,497 +12,901 +1%
ZB
18
Zions Bancorporation
Utah
$133M 1,101,601 -188,360 -15%
CCWM
19
Cassaday & Co Wealth Management
Virginia
$112M 930,308 +16,220 +2%
LPL Financial
20
LPL Financial
California
$106M 877,603 +36,698 +4%
SI
21
Stephens Inc
Arkansas
$99M 820,181 -675 -0.1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$95.8M 793,561 -62,353 -7%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$85.5M 708,058 -19,055 -3%
SGAM
24
Stephens Group Asset Management
Arkansas
$81.7M 676,677 -4,423 -0.6%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$70.7M 585,867 +19,302 +3%
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