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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 %
AA
376
Auxano Advisors
Washington
$712K -$23.3K -200 -3%
BFA
377
Bragg Financial Advisors
North Carolina
$711K +$14.9K +128 +2%
RBC
378
Romano Brothers & Co
Illinois
$708K -$22.8K -196 -3%
SIA
379
Stegner Investment Associates
Kentucky
$708K
FMN
380
Financial Management Network
California
$706K -$35.6K -311 -5%
MC
381
Mathes Company
New York
$697K -$11.6K -100 -2%
IC
382
IEQ Capital
California
$693K +$82.2K +707 +13%
ODIJL
383
One Day In July LLC
Vermont
$693K +$59.8K +514 +9%
FCH
384
Freestone Capital Holdings
Washington
$692K -$10K -86 -1%
AWMNH
385
Arcadia Wealth Management (New Hampshire)
New Hampshire
$686K -$39.7K -341 -5%
IGWM
386
ICA Group Wealth Management
Colorado
$678K +$172K +1,477 +34%
CI
387
Cordant Inc
Oregon
$670K -$28.6K -246 -4%
PIA
388
Perennial Investment Advisors
California
$667K +$21.7K +187 +3%
TB
389
Treynor Bancshares
Iowa
$662K +$465 +4 +0.1%
CAM
390
Cubic Asset Management
Massachusetts
$662K -$2.33K -20 -0.4%
CGA
391
Crescent Grove Advisors
Illinois
$659K +$9.65K +83 +1%
RIM
392
Rockbridge Investment Management
New York
$653K
WH
393
Willner & Heller
California
$652K +$652K +5,604 New
SWM
394
Spire Wealth Management
Virginia
$646K -$6.27K -55 -1%
CSPIA
395
Cary Street Partners Investment Advisory
Virginia
$645K -$268K -2,307 -29%
TGAM
396
TBH Global Asset Management
Tennessee
$633K -$7.68K -66 -1%
GT
397
Greenleaf Trust
Michigan
$620K
AF
398
Allworth Financial
California
$616K -$8.49K -73 -1%
EFS
399
Essex Financial Services
Connecticut
$616K -$292K -2,515 -32%
VA
400
Valmark Advisers
Ohio
$611K +$3.84K +33 +0.6%