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iShares Russell Mid-Cap Value ETF

850 hedge funds and large institutions have $11.4B invested in iShares Russell Mid-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 247 increasing their positions, 320 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
Holders Change %
0%
% of All Funds
12.32%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.43%
New
65
Increased
247
Reduced
320
Closed
55
Calls
$7.07M
Puts
$276K
Net Calls
+$6.79M
Net Calls Change
-$358K
Name Holding Trade Value Shares
Change
Shares
Change %
FLPIM
526
F.L. Putnam Investment Management
Massachusetts
$343K -$106K -843 -24%
CCM
527
Cohen Capital Management
California
$341K -$77.6K -619 -19%
JWCA
528
J.W. Cole Advisors
Florida
$338K -$6.27K -50 -2%
FFA
529
Farther Finance Advisors
California
$338K +$149K +1,199 +79%
D
530
Dentgroup
Louisiana
$337K -$23.6K -188 -7%
BIG
531
Builder Investment Group
Georgia
$336K -$4.64K -37 -1%
ECG
532
Edge Capital Group
Georgia
$336K -$15.4K -123 -4%
AMM
533
American Money Management
California
$333K -$12.5K -100 -4%
BWM
534
BCGM Wealth Management
Indiana
$332K
AAS
535
Annex Advisory Services
Wisconsin
$332K +$332K +2,647 New
NB
536
Nicolet Bankshares
Wisconsin
$331K +$331K +2,644 New
BFA
537
Beacon Financial Advisory
Ohio
$330K +$877 +7 +0.3%
NAM
538
NTV Asset Management
West Virginia
$329K +$80.2K +640 +32%
BCM
539
BTC Capital Management
Iowa
$328K +$328K +2,619 New
RFS
540
Richardson Financial Services
Massachusetts
$326K -$11.5K -92 -3%
MFG
541
Magnus Financial Group
New York
$325K +$376 +3 +0.1%
BCM
542
Becker Capital Management
Oregon
$325K +$125 +1 +0%
Lazard Asset Management
543
Lazard Asset Management
New York
$325K
KFI
544
Key Financial Inc
Pennsylvania
$325K -$4.26K -34 -1%
APW
545
Acima Private Wealth
Virginia
$324K
BMCM
546
Bryn Mawr Capital Management
Pennsylvania
$324K
SCTC
547
Sanibel Captiva Trust Company
Florida
$322K
FA
548
FDx Advisors
Illinois
$321K -$43K -343 -12%
Empower Advisory Group
549
Empower Advisory Group
Colorado
$321K -$135K -1,081 -30%
KP
550
Keel Point
Alabama
$319K -$56.1K -448 -15%