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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 %
R
351
Rebalance
California
$795K +$18.3K +157 +2%
SPC
352
Sigma Planning Corp
Michigan
$789K -$842K -7,242 -52%
PFG
353
Peterson Financial Group
Iowa
$788K +$42.6K +366 +6%
CAM
354
Cozad Asset Management
Illinois
$786K -$65K -559 -8%
FWTB
355
First Western Trust Bank
Colorado
$785K -$432K -3,717 -36%
IAIM
356
International Assets Investment Management
Florida
$781K +$16.5K +142 +2%
CB
357
Centennial Bank
Arkansas
$774K -$116K -1,000 -13%
FMTC
358
Farmers & Merchants Trust Company
California
$773K +$16.9K +145 +2%
HWM
359
HB Wealth Management
Georgia
$771K -$76.8K -660 -9%
TC
360
TownSquare Capital
Utah
$761K -$40.4K -347 -5%
CAG
361
Csenge Advisory Group
Florida
$751K +$142K +1,223 +23%
LW
362
Linscomb Wealth
Texas
$746K
SWPG
363
Strategic Wealth Partners Group
Illinois
$745K -$23K -198 -3%
PP
364
Prosperity Planning
Missouri
$743K -$814 -7 -0.1%
MA
365
Mutual Advisors
Nebraska
$742K +$30.4K +261 +4%
FIA
366
Foundations Investment Advisors
Arizona
$740K -$266K -2,299 -26%
AI
367
Ariel Investments
Illinois
$739K +$739K +6,352 New
MWP
368
MYCIO Wealth Partners
Pennsylvania
$736K +$3.72K +32 +0.5%
PTC
369
Private Trust Company
Ohio
$731K +$11.6K +100 +2%
MLA
370
My Legacy Advisors
Oregon
$724K +$66.3K +579 +10%
BCM
371
Brookstone Capital Management
Illinois
$717K +$133K +1,146 +23%
Wealthfront Advisers
372
Wealthfront Advisers
California
$714K -$49.4K -425 -6%
RWP
373
Revolve Wealth Partners
New Jersey
$714K
SSB
374
Sandy Spring Bank
Maryland
$713K -$13.4K -115 -2%
HCA
375
Harbour Capital Advisors
Virginia
$713K -$8.55K -75 -1%