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iShares Russell Mid-Cap Value ETF

850 hedge funds and large institutions have $11.4B invested in iShares Russell Mid-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 247 increasing their positions, 320 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
Holders Change %
0%
% of All Funds
12.32%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.43%
New
65
Increased
247
Reduced
320
Closed
55
Calls
$7.07M
Puts
$276K
Net Calls
+$6.79M
Net Calls Change
-$358K
Name Holding Trade Value Shares
Change
Shares
Change %
FNT
326
First National Trust
Pennsylvania
$930K -$3.26K -26 -0.3%
TP
327
Tranquility Partners
Tennessee
$926K -$6.14K -49 -0.7%
Luther King Capital Management (LKCM)
328
Luther King Capital Management (LKCM)
Texas
$923K -$856K
Kayne Anderson Rudnick Investment Management
329
Kayne Anderson Rudnick Investment Management
California
$921K -$67.5K -538 -7%
AWA
330
Arkadios Wealth Advisors
Georgia
$912K -$376 -3 -0%
MLA
331
My Legacy Advisors
Oregon
$907K +$115K +917 +15%
IPW
332
Intergy Private Wealth
Colorado
$902K +$376 +3 +0%
SVWAG
333
Sound View Wealth Advisors Group
Georgia
$900K
IB
334
Intrust Bank
Kansas
$891K
CT
335
Colonial Trust
South Carolina
$882K -$16.5K -132 -2%
BB
336
Busey Bank
Illinois
$871K -$111K -882 -11%
BA
337
Ballew Advisors
Mississippi
$867K -$63.3K -519 -7%
B
338
Bailard
California
$866K
AL
339
ADE LLC
Maryland
$866K -$4.89K -39 -0.6%
MA
340
Mutual Advisors
Nebraska
$866K +$65.9K +526 +8%
GL
341
Graypoint LLC
New York
$863K -$6.14K -49 -0.7%
NS
342
NBC Securities
Alabama
$858K -$10K -80 -1%
R
343
Rebalance
California
$856K
FMTC
344
Farmers & Merchants Trust Company
California
$833K
National Bank of Canada
345
National Bank of Canada
Quebec, Canada
$832K -$29K -235 -3%
HWM
346
HB Wealth Management
Georgia
$830K -$501 -4 -0.1%
CAM
347
Cozad Asset Management
Illinois
$827K -$19.3K -154 -2%
ES
348
Eagle Strategies
New York
$815K -$1.02M -8,161 -56%
BCM
349
Brookstone Capital Management
Illinois
$814K +$40.5K +323 +5%
BOH
350
Bank of Hawaii
Hawaii
$808K -$79.6K -635 -9%