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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 %
PCS
501
Private Client Services
Kentucky
$368K -$24.5K -203 -6%
SRC
502
Shufro Rose & Co
New York
$367K +$7.25K +60 +2%
AWM
503
Atticus Wealth Management
Florida
$367K -$52.5K -435 -13%
PA
504
Pinnacle Associates
New York
$364K +$11.8K +98 +3%
SIC
505
Sterling Investment Counsel
New York
$363K +$82.9K +687 +30%
CG
506
Cynosure Group
Utah
$363K -$30.1K -249 -8%
FB
507
First Bancorp
Maine
$362K
PAI
508
Pittenger & Anderson Inc
Nebraska
$362K
PCS
509
Personal CFO Solutions
New Jersey
$359K +$359K +2,977 New
Empower Advisory Group
510
Empower Advisory Group
Colorado
$359K +$50.1K +415 +16%
IAA
511
Independent Advisor Alliance
North Carolina
$358K
RCM
512
Richardson Capital Management
Wisconsin
$358K
PIA
513
Pinion Investment Advisors
Kansas
$358K -$162K -1,339 -31%
FCM
514
Firestone Capital Management
Florida
$357K
MFG
515
MidWestOne Financial Group
Iowa
$356K -$966 -8 -0.3%
JWA
516
JFS Wealth Advisors
Pennsylvania
$355K
AC
517
Apella Capital
Connecticut
$352K +$1.08K +9 +0.3%
MIC
518
Means Investment Company
Maine
$352K -$10K -83 -3%
PIFP
519
Partners in Financial Planning
Virginia
$351K -$39.7K -329 -10%
WP
520
WealthPLAN Partners
Nebraska
$350K -$11.4K -94 -3%
DTC
521
Davidson Trust Company
Washington
$346K
Neuberger Berman Group
522
Neuberger Berman Group
New York
$341K -$230K -1,906 -40%
FFA
523
Farther Finance Advisors
California
$341K +$16.7K +140 +5%
GFS
524
GYL Financial Synergies
Connecticut
$338K
GBT
525
Grove Bank & Trust
Florida
$338K