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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.

New
Increased
Maintained
Reduced
Closed
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 %
CWM
326
Cornerstone Wealth Management
Missouri
$888K -$2.79K -24 -0.3%
CB
327
Cadence Bank
Mississippi
$887K +$5.7K +49 +0.6%
GTAM
328
Global Trust Asset Management
Florida
$887K -$47.9K -412 -5%
AAS
329
Ameritas Advisory Services
Nebraska
$882K -$436K -3,741 -33%
BA
330
Ballew Advisors
Mississippi
$866K -$66.6K -587 -7%
FNT
331
First National Trust
Pennsylvania
$866K -$171K -1,474 -17%
TP
332
Tranquility Partners
Tennessee
$865K -$55.1K -474 -6%
AFG
333
Allegheny Financial Group
Pennsylvania
$861K +$401K +3,445 +87%
MA
334
MCF Advisors
Kentucky
$859K -$28.6K -246 -3%
Luther King Capital Management (LKCM)
335
Luther King Capital Management (LKCM)
Texas
$856K -$768K
TI
336
Truepoint Inc
Ohio
$849K -$5.58K -48 -0.7%
AWA
337
Arkadios Wealth Advisors
Georgia
$847K +$161K +1,386 +23%
PMG
338
Private Management Group
California
$843K
IPW
339
Intergy Private Wealth
Colorado
$837K +$207K +1,782 +33%
SVWAG
340
Sound View Wealth Advisors Group
Georgia
$835K -$35K -301 -4%
CT
341
Colonial Trust
South Carolina
$834K +$60.4K +519 +8%
IB
342
Intrust Bank
Kansas
$826K -$18.1K -156 -2%
BOH
343
Bank of Hawaii
Hawaii
$824K +$207K +1,782 +34%
TA
344
Tectonic Advisors
Texas
$817K +$817K +7,023 New
National Bank of Canada
345
National Bank of Canada
Quebec, Canada
$810K -$31.9K -275 -4%
AL
346
ADE LLC
Maryland
$808K +$32.4K +279 +4%
GL
347
Graypoint LLC
New York
$806K +$5.7K +49 +0.7%
NS
348
NBC Securities
Alabama
$805K -$2.67K -23 -0.3%
B
349
Bailard
California
$803K
IWM
350
IHT Wealth Management
Illinois
$801K +$33K +284 +4%