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iShares Russell Mid-Cap Value ETF

850 hedge funds and large institutions have $11.5B invested in iShares Russell Mid-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 263 increasing their positions, 280 reducing their positions, and 45 closing their positions.

Holders
850
Holders Change
+67
Holders Change %
+8.56%
% of All Funds
12.46%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.45%
New
122
Increased
263
Reduced
280
Closed
45
Calls
$7.61M
Puts
$454K
Net Calls
+$7.15M
Net Calls Change
+$5.78M
Name Market Value Shares Shares
Change
Shares
Change %
HGWM
226
Horst & Graben Wealth Management
Oregon
$1.79M 15,358 -143 -0.9%
FAAM
227
First Ascent Asset Management
Colorado
$1.78M 15,347 +354 +2%
AllianceBernstein
228
AllianceBernstein
Tennessee
$1.77M 15,244 -35,550 -70%
WFS
229
Widmann Financial Services
Maryland
$1.73M 14,919 +213 +1%
PS
230
Principal Securities
Iowa
$1.72M 14,830 +14,830 New
NFG
231
Nations Financial Group
Iowa
$1.72M 14,779 -54 -0.4%
HFBOT
232
Home Federal Bank of Tennessee
Tennessee
$1.71M 14,683 -37 -0.3%
ES
233
Eagle Strategies
New York
$1.71M 14,663 -1,222 -8%
SWP
234
Stratos Wealth Partners
Ohio
$1.7M 14,640 +244 +2%
QCG
235
Quadrant Capital Group
Ohio
$1.7M 14,624 -974 -6%
TPA
236
Trivium Point Advisory
Connecticut
$1.68M 14,457 +1,192 +9%
TPCW
237
TD Private Client Wealth
New York
$1.67M 14,357 -2,923 -17%
WMWM
238
Whitaker-Myers Wealth Managers
Ohio
$1.63M 14,045 -97 -0.7%
BFEC
239
Benjamin F. Edwards & Company
Missouri
$1.62M 13,889 -1,032 -7%
TA
240
TFB Advisors
Kansas
$1.6M 13,790 +13,790 New
DADC
241
D.A. Davidson & Co
Montana
$1.6M 13,770 +1,797 +15%
WI
242
Wintrust Investments
Illinois
$1.6M 13,721 -324 -2%
Cerity Partners
243
Cerity Partners
New York
$1.59M 13,690 +8,709 +175%
Thrivent Financial for Lutherans
244
Thrivent Financial for Lutherans
Minnesota
$1.59M 13,637 -64 -0.5%
AF
245
Advisornet Financial
Minnesota
$1.55M 13,354 +6,113 +84%
IFPG
246
Intrepid Financial Planning Group
Indiana
$1.54M 13,233 -194 -1%
CTC
247
Central Trust Company
Missouri
$1.53M 13,168 -181 -1%
Franklin Resources
248
Franklin Resources
California
$1.52M 13,029 +880 +7%
CL
249
Choreo LLC
Illinois
$1.51M 13,010 +50 +0.4%
CCB
250
Country Club Bank
Missouri
$1.5M 12,817