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iShares Russell Mid-Cap Value ETF

937 hedge funds and large institutions have $10.8B invested in iShares Russell Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 302 increasing their positions, 266 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
937
Holders Change
+64
Holders Change %
+7.33%
% of All Funds
12.48%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.35%
New
117
Increased
302
Reduced
266
Closed
31
Calls
$2.43M
Puts
$621K
Net Calls
+$1.81M
Net Calls Change
-$2.75M
Name Holding Trade Value Shares
Change
Shares
Change %
EW
401
Evoke Wealth
California
$656K
CI
402
Cordant Inc
Oregon
$652K -$24.3K -188 -4%
AA
403
Alesco Advisors
New York
$652K
CNBT
404
Canandaigua National Bank & Trust
New York
$652K
SWM
405
Spire Wealth Management
Virginia
$645K -$11.6K -90 -2%
MFWP
406
Mosaic Family Wealth Partners
Missouri
$642K -$11K -85 -2%
RIS
407
Retirement Income Solutions
Michigan
$642K -$118K -911 -16%
HCMT
408
Highland Capital Management (Tennessee)
Tennessee
$637K +$517 +4 +0.1%
RT
409
Rockland Trust
Massachusetts
$633K
CFB
410
Cullen/Frost Bankers
Texas
$632K +$27.7K +214 +5%
SIA
411
Schechter Investment Advisors
Michigan
$632K
PFM
412
Phillips Financial Management
Indiana
$628K
SSB
413
Sandy Spring Bank
Maryland
$627K -$70.5K -545 -10%
LBC
414
Lowe Brockenbrough & Co
Virginia
$626K -$40.4K -312 -6%
LWAM
415
Legacy Wealth Asset Management
Minnesota
$625K +$625K +4,834 New
CWM
416
Cahaba Wealth Management
Georgia
$624K -$21.5K -166 -3%
MW
417
Marcum Wealth
Ohio
$621K
TGAM
418
TBH Global Asset Management
Tennessee
$618K
RMDI
419
R.M. Davis Inc
Maine
$617K -$51.7K -400 -8%
AWMNH
420
Arcadia Wealth Management (New Hampshire)
New Hampshire
$616K -$43.8K -339 -7%
MMG
421
Monetary Management Group
Missouri
$614K
BI
422
Berkeley Inc
Idaho
$612K -$611K -4,724 -50%
AssetMark Inc
423
AssetMark Inc
California
$606K +$114K +884 +23%
DWA
424
Dougherty Wealth Advisers
Minnesota
$600K +$414K +3,201 +223%
RIM
425
Rockbridge Investment Management
New York
$599K -$11.8K -91 -2%