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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 %
WP
526
WealthPLAN Partners
Nebraska
$384K
BCM
527
Becker Capital Management
Oregon
$381K +$37.7K +285 +11%
Empower Advisory Group
528
Empower Advisory Group
Colorado
$380K -$13.9K -105 -4%
YIH
529
Y-Intercept (HK)
Hong Kong
$378K +$149K +1,129 +65%
DTC
530
Davidson Trust Company
Washington
$375K -$3.31K -25 -0.9%
BAM
531
Berkshire Asset Management
Pennsylvania
$374K
Neuberger Berman Group
532
Neuberger Berman Group
New York
$372K -$1.46K -11 -0.4%
TW
533
TrinityPoint Wealth
Connecticut
$371K +$14.8K +112 +4%
BCG
534
Breakwater Capital Group
New Jersey
$370K +$3.31K +25 +0.9%
GBT
535
Grove Bank & Trust
Florida
$370K
D.E. Shaw & Co
536
D.E. Shaw & Co
New York
$368K +$368K +2,782 New
SRC
537
Shufro Rose & Co
New York
$367K
CTWM
538
Cherry Tree Wealth Management
Minnesota
$364K
MOS
539
MGO One Seven
Ohio
$364K +$13.1K +99 +4%
MIC
540
Means Investment Company
Maine
$364K -$21.4K -162 -6%
BAM
541
Belpointe Asset Management
Nevada
$362K +$362K +2,735 New
GFS
542
GYL Financial Synergies
Connecticut
$361K -$9.26K -70 -2%
SDJVC
543
St. Denis J. Villere & Co
Louisiana
$361K
CCM
544
Cohen Capital Management
California
$361K +$661 +5 +0.2%
FFC
545
First Financial Corp
Indiana
$359K -$8.46K -64 -2%
TA
546
TFG Advisers
Michigan
$356K -$8.73K -66 -2%
CA
547
Continuum Advisory
Idaho
$356K +$11.5K +85 +3%
PCIA
548
Prime Capital Investment Advisors
Kansas
$352K +$66.3K +501 +23%
BFA
549
Beacon Financial Advisory
Ohio
$351K +$1.46K +11 +0.4%
NB
550
Nicolet Bankshares
Wisconsin
$350K