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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 %
VFPW
426
Vantage Financial Partners (Wisconsin)
Wisconsin
$535K +$535K +4,603 New
SFPG
427
Stonebridge Financial Planning Group
Florida
$534K +$534K +4,590 New
VNIM
428
Vaughan Nelson Investment Management
Texas
$530K -$9.25M -79,565 -95%
BWA
429
Beam Wealth Advisors
Louisiana
$528K -$227K -1,950 -30%
DC
430
Davenport & Co
Virginia
$527K -$18.5K -159 -3%
B
431
Bensler
Washington
$519K +$465 +4 +0.1%
CWM
432
Cahaba Wealth Management
Georgia
$517K +$4.77K +41 +0.9%
PB
433
Pinnacle Bancorp
Nebraska
$513K
IA
434
IFP Advisors
Florida
$513K -$402K -3,457 -44%
RTL
435
Red Tortoise LLC
Georgia
$511K +$5.47K +47 +1%
MCM
436
Manchester Capital Management
Vermont
$509K
BSW
437
Buckingham Strategic Wealth
Missouri
$507K -$1.4K -12 -0.3%
FNBOO
438
First National Bank of Omaha
Nebraska
$503K
EWS
439
Evergreen Wealth Solutions
Pennsylvania
$499K +$258K +2,218 +107%
HF
440
Halpern Financial
Virginia
$493K
OIA
441
OneDigital Investment Advisors
Kansas
$488K +$43.1K +371 +10%
SIG
442
Stonegate Investment Group
Alabama
$488K +$13.7K +118 +3%
SAG
443
SageView Advisory Group
California
$487K +$51.5K +445 +12%
CHJWM
444
Carlton Hofferkamp & Jenks Wealth Management
Texas
$483K +$153K +1,345 +46%
AWA
445
Arete Wealth Advisors
Illinois
$482K +$126K +1,086 +36%
FMWA
446
Forvis Mazars Wealth Advisors
Missouri
$480K +$136K +1,172 +40%
CFG
447
Cooper Financial Group
California
$475K -$21K -181 -4%
MCWS
448
McKinley Carter Wealth Services
West Virginia
$474K -$146K -1,259 -24%
SWP
449
Summit Wealth Partners
Florida
$472K -$9.19K -79 -2%
GFP
450
Gryphon Financial Partners
Ohio
$471K