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iShares Russell Mid-Cap Value ETF

873 hedge funds and large institutions have $10.7B invested in iShares Russell Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 267 increasing their positions, 298 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+23
Holders Change %
+2.71%
% of All Funds
12.63%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.41%
New
73
Increased
267
Reduced
298
Closed
43
Calls
$4.77M
Puts
$212K
Net Calls
+$4.56M
Net Calls Change
-$666K
Name Holding Trade Value Shares
Change
Shares
Change %
IWA
501
Icon Wealth Advisors
Texas
$424K +$265 +2 +0.1%
TC
502
Trilogy Capital
California
$423K +$397 +3 +0.1%
KWA
503
Kingswood Wealth Advisors
California
$420K +$420K +3,177 New
PIA
504
Pinion Investment Advisors
Kansas
$414K +$22.5K +170 +6%
HAS
505
Holland Advisory Services
Florida
$413K -$7.14K -54 -2%
MCWS
506
McKinley Carter Wealth Services
West Virginia
$412K -$195K -1,474 -32%
PCA
507
Prosperity Capital Advisors
Ohio
$411K -$19.6K -148 -5%
GJIA
508
Glass Jacobson Investment Advisors
Maryland
$410K +$529 +4 +0.1%
FA
509
Flagstar Advisors
New York
$410K -$13.4K -101 -3%
CFG
510
Clayton Financial Group
Missouri
$409K +$12.8K +97 +3%
PCS
511
Private Client Services
Kentucky
$404K +$793 +6 +0.2%
HGERS
512
Householder Group Estate & Retirement Specialist
Arizona
$403K -$2.64K -20 -0.7%
NEWAS
513
N.E.W. Advisory Services
Wisconsin
$400K -$78.7K -595 -16%
AAS
514
Annex Advisory Services
Wisconsin
$399K +$72.9K +551 +22%
SIC
515
Sterling Investment Counsel
New York
$398K
CG
516
Cynosure Group
Utah
$397K
FB
517
First Bancorp
Maine
$397K
PAI
518
Pittenger & Anderson Inc
Nebraska
$397K
FFA
519
Farther Finance Advisors
California
$395K +$18.1K +137 +5%
RCM
520
Richardson Capital Management
Wisconsin
$392K
FCM
521
Firestone Capital Management
Florida
$391K
JWA
522
JFS Wealth Advisors
Pennsylvania
$389K
AC
523
Apella Capital
Connecticut
$388K +$1.44K +11 +0.4%
FWI
524
Facet Wealth Inc
Maryland
$387K -$40.5K -311 -9%
PIFP
525
Partners in Financial Planning
Virginia
$385K