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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 %
WP
526
WealthPLAN Partners
Nebraska
$336K +$1.16K +10 +0.3%
Boston Partners
527
Boston Partners
Massachusetts
$335K -$46.8K -405 -12%
MC
528
Moors & Cabot
Massachusetts
$335K +$11.7K +101 +4%
D
529
Dentgroup
Louisiana
$334K -$491K -4,222 -59%
AC
530
Apella Capital
Connecticut
$333K +$3.19K +28 +1%
DTC
531
Davidson Trust Company
Washington
$333K +$333K +2,864 New
QCM
532
QRG Capital Management
Illinois
$333K +$333K +2,861 New
PA
533
Parallel Advisors
California
$331K +$44.2K +380 +15%
PCS
534
Personal CFO Solutions
New Jersey
$327K +$327K +2,811 New
MIC
535
Meridian Investment Counsel
California
$326K
TA
536
TFG Advisers
Michigan
$326K +$349 +3 +0.1%
SFG
537
SNS Financial Group
Minnesota
$326K -$48.8K -420 -13%
ECG
538
Edge Capital Group
Georgia
$326K -$49.4K -425 -13%
GFS
539
GYL Financial Synergies
Connecticut
$326K
FFC
540
First Financial Corp
Indiana
$324K
PA
541
Pinnacle Associates
New York
$323K
AMM
542
American Money Management
California
$321K
CTWM
543
Cherry Tree Wealth Management
Minnesota
$320K
JWCA
544
J.W. Cole Advisors
Florida
$319K +$7.09K +61 +2%
RIA
545
Regal Investment Advisors
Michigan
$319K -$25K -215 -7%
BIG
546
Builder Investment Group
Georgia
$316K
HSWM
547
Hubbell Strickland Wealth Management
Louisiana
$314K -$84.1K -723 -21%
RFS
548
Richardson Financial Services
Massachusetts
$313K +$313K +2,693 New
PCM
549
Pointe Capital Management
Michigan
$309K +$309K +2,658 New
BWM
550
BCGM Wealth Management
Indiana
$308K +$308K +2,651 New