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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 %
BFA
551
Beacon Financial Advisory
Ohio
$306K +$2.67K +23 +0.9%
KFI
552
Key Financial Inc
Pennsylvania
$305K
AP
553
Appleton Partners
Massachusetts
$305K
TW
554
TrinityPoint Wealth
Connecticut
$304K +$37.3K +321 +14%
PA
555
Pineridge Advisors
Missouri
$304K +$304K +2,612 New
BCG
556
Breakwater Capital Group
New Jersey
$303K +$18.1K +158 +6%
Lazard Asset Management
557
Lazard Asset Management
New York
$302K
MFG
558
Magnus Financial Group
New York
$302K -$4.07K -35 -1%
BCM
559
Becker Capital Management
Oregon
$302K +$116 +1 +0%
APW
560
Acima Private Wealth
Virginia
$301K -$971K -8,346 -76%
BMCM
561
Bryn Mawr Capital Management
Pennsylvania
$300K +$41.6K +358 +16%
SCTC
562
Sanibel Captiva Trust Company
Florida
$299K +$299K +2,568 New
FLI
563
Family Legacy Inc
South Carolina
$298K
LAS
564
Lloyd Advisory Services
Georgia
$297K +$297K +2,552 New
SRC
565
Shufro Rose & Co
New York
$294K
FWI
566
Facet Wealth Inc
Maryland
$292K +$11.8K +103 +4%
AIA
567
Arbor Investment Advisors
North Carolina
$290K
BI
568
Ballast Inc
Kentucky
$289K
CIC
569
Carnegie Investment Counsel
Ohio
$289K -$19.7K -169 -6%
RBFC
570
Roman Butler Fullerton & Co
Missouri
$285K -$154K -1,341 -35%
SCM
571
Steele Capital Management
Iowa
$283K +$283K +2,436 New
PFG
572
Pacific Financial Group
Washington
$283K
WWM
573
Western Wealth Management
Colorado
$282K +$282K +2,422 New
CAG
574
Crestwood Advisors Group
Massachusetts
$277K +$29.4K +253 +12%
SW
575
SkyOak Wealth
Michigan
$276K