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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 %
GFL
451
Granite FO LLC
New Hampshire
$470K
9WM
452
9258 Wealth Management
Ohio
$468K -$15.7K -135 -3%
DWA
453
Douglass Winthrop Advisors
New York
$465K -$58.1K -500 -11%
CG
454
Cynosure Group
Utah
$464K +$89.4K +769 +24%
GGA
455
Granite Group Advisors
Connecticut
$463K +$463K +3,800 New
WT
456
Washington Trust
Rhode Island
$461K -$2.33K -20 -0.5%
FUBT
457
First United Bank & Trust
Maryland
$461K -$14K -120 -3%
CIA
458
Capital Investment Advisors
Georgia
$457K +$7.33K +63 +2%
PIA
459
Pinion Investment Advisors
Kansas
$453K +$95.5K +821 +27%
SAM
460
Silvercrest Asset Management
New York
$451K
NCM
461
NCM Capital Management
New Jersey
$444K +$2.56K +22 +0.6%
SA
462
Skyline Advisors
Washington
$443K +$443K +3,806 New
1SB
463
1ST Source Bank
Indiana
$442K -$17.4K -150 -4%
FA
464
Flagstar Advisors
New York
$433K -$6.28K -54 -1%
GAA
465
Guardian Asset Advisors
Pennsylvania
$433K +$433K +3,723 New
EAM
466
Evanson Asset Management
California
$429K +$233 +2 +0.1%
FA
467
Financial Alternatives
California
$426K
ZF
468
Zhang Financial
Michigan
$424K -$74.3K -639 -15%
Empower Advisory Group
469
Empower Advisory Group
Colorado
$424K -$10.2K -88 -2%
BP
470
Ballentine Partners
Massachusetts
$422K +$10.5K +90 +3%
NEWAS
471
N.E.W. Advisory Services
Wisconsin
$420K
AWM
472
Atticus Wealth Management
Florida
$419K -$13.8K -119 -3%
Chevy Chase Trust
473
Chevy Chase Trust
Maryland
$417K
FLPIM
474
F.L. Putnam Investment Management
Massachusetts
$416K +$7.91K +68 +2%
PFBT
475
Parkside Financial Bank & Trust
Missouri
$414K +$201K +1,728 +94%