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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 %
SCP
501
Stevens Capital Partners
Nebraska
$371K +$32.3K +278 +10%
NAS
502
Nicolet Advisory Services
Wisconsin
$370K +$370K +3,236 New
DT
503
Diversified Trust
Tennessee
$368K -$83.8K -721 -19%
MIC
504
Means Investment Company
Maine
$367K +$233 +2 +0.1%
TC
505
Trilogy Capital
California
$365K -$45.6K -392 -11%
American Century Companies
506
American Century Companies
Missouri
$364K -$265M -2,277,273 -100%
WP
507
Westmount Partners
California
$363K +$233 +2 +0.1%
HGERS
508
Householder Group Estate & Retirement Specialist
Arizona
$361K +$345K +2,970 +2,121%
BAM
509
Berkshire Asset Management
Pennsylvania
$361K
MFG
510
Merit Financial Group
Georgia
$360K +$103K +885 +40%
EWA
511
EverSource Wealth Advisors
Alabama
$357K +$42K +361 +13%
EA
512
Everpar Advisors
Oklahoma
$352K +$352K +3,028 New
FB
513
First Bancorp
Maine
$349K
PAI
514
Pittenger & Anderson Inc
Nebraska
$349K
KP
515
Keel Point
Alabama
$348K -$416K -3,573 -54%
IAA
516
Independent Advisor Alliance
North Carolina
$345K
FCM
517
Firestone Capital Management
Florida
$344K
MFG
518
MidWestOne Financial Group
Iowa
$343K +$44.9K +386 +15%
JWA
519
JFS Wealth Advisors
Pennsylvania
$342K
CA
520
Continuum Advisory
Idaho
$341K +$58.2K +500 +21%
IA
521
IFG Advisory
Georgia
$340K -$14.7K -126 -4%
MFIM
522
Mesirow Financial Investment Management
Illinois
$340K +$340K +2,920 New
FA
523
FDx Advisors
Illinois
$338K -$32.9K -283 -9%
RA
524
Ruggaard & Associates
Ohio
$337K
ACP
525
Aveo Capital Partners
Colorado
$337K +$38.5K +331 +13%