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iShares Russell Mid-Cap Value ETF

850 hedge funds and large institutions have $10B invested in iShares Russell Mid-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 265 increasing their positions, 293 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
Holders Change %
0%
% of All Funds
12.36%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.38%
New
59
Increased
265
Reduced
293
Closed
47
Calls
$5.23M
Puts
Net Calls
+$5.23M
Net Calls Change
-$1.57M
Name Holding Trade Value Shares
Change
Shares
Change %
BEAM
476
Baker Ellis Asset Management
Washington
$423K
MFG
477
Merit Financial Group
Georgia
$419K +$6.04K +50 +1%
FWI
478
Facet Wealth Inc
Maryland
$419K +$12.4K +97 +3%
SG
479
StoneX Group
New York
$411K +$192K +1,586 +87%
NCM
480
NCM Capital Management
New Jersey
$411K
IWA
481
Icon Wealth Advisors
Texas
$410K +$128 +1 +0%
RFG
482
REAP Financial Group
Texas
$406K -$764K -6,330 -65%
HI
483
Harbour Investments
Wisconsin
$405K +$18.5K +153 +5%
CWM
484
Cranbrook Wealth Management
Michigan
$404K
AG
485
AlTi Global
New York
$394K
PCA
486
Prosperity Capital Advisors
Ohio
$393K +$158K +1,312 +68%
MFGP
487
Marshall Financial Group (Pennsylvania)
Pennsylvania
$392K +$1.09K +9 +0.3%
JSW
488
Journey Strategic Wealth
New Jersey
$392K +$392K +3,251 New
AIM
489
Allen Investment Management
New York
$390K
SCP
490
Stevens Capital Partners
Nebraska
$390K +$362 +3 +0.1%
WP
491
Westmount Partners
California
$389K +$120 +1 +0%
FA
492
Flagstar Advisors
New York
$387K -$46.6K -386 -11%
TC
493
Trilogy Capital
California
$386K +$6.76K +56 +2%
HAS
494
Holland Advisory Services
Florida
$384K +$1.21K +10 +0.3%
JFGIW
495
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$379K +$7.37K +61 +2%
FAIM
496
Financial Advocates Investment Management
Washington
$378K +$147K +1,220 +64%
CFG
497
Clayton Financial Group
Missouri
$375K +$140K +1,120 +60%
BAM
498
Berkshire Asset Management
Pennsylvania
$374K
GJIA
499
Glass Jacobson Investment Advisors
Maryland
$374K -$5.68K -47 -1%
HGERS
500
Householder Group Estate & Retirement Specialist
Arizona
$370K