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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 %
WAP
401
Wealthcare Advisory Partners
Pennsylvania
$603K +$288K +2,477 +91%
MFWP
402
Mosaic Family Wealth Partners
Missouri
$603K +$1.16K +10 +0.2%
RW
403
Regimen Wealth
Georgia
$601K +$6.28K +54 +1%
HF
404
HRT Financial
New York
$595K +$595K +5,123 New
AWG
405
Altus Wealth Group
Colorado
$593K -$10.9K -94 -2%
HCMT
406
Highland Capital Management (Tennessee)
Tennessee
$589K -$164K -1,412 -22%
LBC
407
Lowe Brockenbrough & Co
Virginia
$588K
AA
408
Alesco Advisors
New York
$586K
JFGIW
409
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$581K +$326K +2,800 +127%
LWM
410
LJI Wealth Management
Indiana
$579K
PFM
411
Phillips Financial Management
Indiana
$576K
RMDI
412
R.M. Davis Inc
Maine
$571K
RT
413
Rockland Trust
Massachusetts
$569K -$13.3K -114 -2%
SB
414
Simmons Bank
Arkansas
$565K +$163K +1,401 +41%
Focus Partners Wealth
415
Focus Partners Wealth
Massachusetts
$565K +$565K +4,861 New
MTIC
416
Missouri Trust & Investment Company
Missouri
$556K
TWP
417
Total Wealth Planning
Ohio
$554K +$14.4K +124 +3%
SF
418
Summit Financial
New Jersey
$554K -$22.8K -196 -4%
MA
419
Montag & Associates
Georgia
$554K -$120K -1,035 -18%
SWA
420
Stratos Wealth Advisors
Ohio
$553K -$54.7K -470 -9%
MMG
421
Monetary Management Group
Missouri
$552K
Neuberger Berman Group
422
Neuberger Berman Group
New York
$550K +$9.65K +83 +2%
CGPCS
423
Capital Group Private Client Services
California
$548K -$116 -1 -0%
MW
424
Marcum Wealth
Ohio
$544K -$53.3K -458 -9%
SHWM
425
Smith & Howard Wealth Management
Georgia
$537K