IWS icon

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 Holding Trade Value Shares
Change
Shares
Change %
BFS
301
Bradley Foster & Sargent
Connecticut
$1.06M +$13.1K +113 +1%
HH
302
Hilltop Holdings
Texas
$1.05M +$1.05M +9,065 New
Kovitz Investment Group Partners
303
Kovitz Investment Group Partners
Illinois
$1.05M -$2.91K -25 -0.3%
VCM
304
Viewpoint Capital Management
Washington
$1.03M
FNBT
305
FineMark National Bank & Trust
Florida
$1.02M +$162K +1,396 +19%
SI
306
Saxon Interests
Texas
$1.02M +$1.02M +8,781 New
LGG
307
Luts & Greenleigh Group
Maryland
$1.02M -$209K -1,800 -17%
IWC
308
Integrated Wealth Concepts
Massachusetts
$1.02M -$97.5K -838 -9%
RJT
309
Raymond James Trust
Florida
$1.01M +$72.2K +621 +8%
TPI
310
Trust Point Inc
Wisconsin
$1.01M +$1.01M +8,658 New
SCM
311
SOL Capital Management
Maryland
$1.01M -$1.12M -9,630 -53%
WI
312
Wedgewood Investors
Pennsylvania
$977K
AFP
313
Ausdal Financial Partners
Iowa
$952K +$38.3K +329 +4%
CAL
314
Capital Analysts LLC
Pennsylvania
$934K -$129K -1,113 -12%
PC
315
Port Capital
Illinois
$932K -$24.5K -211 -3%
WIM
316
Warwick Investment Management
Texas
$931K
NP
317
NorthRock Partners
Minnesota
$930K +$610K +5,244 +190%
C
318
CEDRUS
Colorado
$918K +$31.6K +272 +4%
BWFA
319
Baltimore-Washington Financial Advisors
Maryland
$918K -$1.51K -13 -0.2%
Kayne Anderson Rudnick Investment Management
320
Kayne Anderson Rudnick Investment Management
California
$917K +$106K +911 +13%
SFWC
321
Strategic Family Wealth Counselors
New Jersey
$913K
BB
322
Busey Bank
Illinois
$910K -$69.1K -594 -7%
FFA
323
First Foundation Advisors
California
$910K +$593K +5,099 +187%
WB
324
WesBanco Bank
West Virginia
$902K -$976K -8,394 -52%
RIS
325
Retirement Income Solutions
Michigan
$902K +$24.8K +213 +3%