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iShares Russell Mid-Cap Value ETF

937 hedge funds and large institutions have $10.8B invested in iShares Russell Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 302 increasing their positions, 266 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
937
Holders Change
+64
Holders Change %
+7.33%
% of All Funds
12.48%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.35%
New
117
Increased
302
Reduced
266
Closed
31
Calls
$2.43M
Puts
$621K
Net Calls
+$1.81M
Net Calls Change
-$2.75M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
526
Pinnacle Associates
New York
$390K +$31.3K +242 +9%
PIA
527
Pinion Investment Advisors
Kansas
$390K -$15.7K -121 -4%
SIC
528
Sterling Investment Counsel
New York
$389K
CG
529
Cynosure Group
Utah
$388K
GJIA
530
Glass Jacobson Investment Advisors
Maryland
$388K -$12.5K -97 -3%
FB
531
First Bancorp
Maine
$388K
PAI
532
Pittenger & Anderson Inc
Nebraska
$388K
HGERS
533
Householder Group Estate & Retirement Specialist
Arizona
$384K -$9.69K -75 -2%
AC
534
Apella Capital
Connecticut
$384K +$1.55K +12 +0.4%
RCM
535
Richardson Capital Management
Wisconsin
$384K
FCM
536
Firestone Capital Management
Florida
$383K
OIA
537
OneDigital Investment Advisors
Kansas
$383K -$260K -2,007 -40%
JWA
538
JFS Wealth Advisors
Pennsylvania
$380K
PIFP
539
Partners in Financial Planning
Virginia
$376K
TW
540
TrinityPoint Wealth
Connecticut
$376K +$12.9K +100 +4%
JFGIW
541
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$375K -$74.6K -558 -17%
SEI Investments
542
SEI Investments
Pennsylvania
$370K +$370K +2,863 New
WP
543
WealthPLAN Partners
Nebraska
$369K -$6.47K -50 -2%
CA
544
Continuum Advisory
Idaho
$369K +$28.5K +220 +8%
DTC
545
Davidson Trust Company
Washington
$367K
RF
546
Rossby Financial
Florida
$366K +$366K +2,832 New
Neuberger Berman Group
547
Neuberger Berman Group
New York
$364K
WA
548
Wealth Alliance
New York
$363K +$363K +2,803 New
BCG
549
Breakwater Capital Group
New Jersey
$362K +$259 +2 +0.1%
GBT
550
Grove Bank & Trust
Florida
$362K