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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 %
PWM
551
Perigon Wealth Management
California
$318K -$89K -710 -22%
CFB
552
Cullen/Frost Bankers
Texas
$318K +$26.9K +215 +9%
VNIM
553
Vaughan Nelson Investment Management
Texas
$315K -$256K -2,042 -45%
DWA
554
Douglass Winthrop Advisors
New York
$313K -$188K -1,500 -38%
VFPI
555
Vantage Financial Partners (Illinois)
Illinois
$313K +$313K +2,500 New
AIA
556
Arbor Investment Advisors
North Carolina
$313K
FLI
557
Family Legacy Inc
South Carolina
$313K -$9.02K -72 -3%
BI
558
Ballast Inc
Kentucky
$312K
CA
559
Continuum Advisory
Idaho
$311K -$50.9K -412 -14%
SW
560
SkyOak Wealth
Michigan
$311K +$13.4K +107 +5%
AP
561
Appleton Partners
Massachusetts
$310K -$19.6K -156 -6%
TSS
562
Two Sigma Securities
New York
$308K +$308K +2,454 New
EA
563
Everpar Advisors
Oklahoma
$307K -$72.8K -581 -19%
SCM
564
Steele Capital Management
Iowa
$301K -$4.39K -35 -1%
WWM
565
Western Wealth Management
Colorado
$300K -$3.13K -25 -1%
NF
566
Nvest Financial
New Hampshire
$299K +$31.1K +248 +12%
MAS
567
Meeder Advisory Services
Ohio
$298K +$298K +2,381 New
PFG
568
Pacific Financial Group
Washington
$297K -$7.65K -61 -3%
PCIA
569
Prime Capital Investment Advisors
Kansas
$297K +$10K +80 +3%
PA
570
PFG Advisors
Arizona
$292K +$2.13K +17 +0.7%
SIC
571
Sterling Investment Counsel
New York
$291K +$291K +2,321 New
PIMG
572
Patriot Investment Management Group
Tennessee
$290K
DAS
573
Dynamic Advisor Solutions
Arizona
$290K +$43.1K +344 +17%
LI
574
Leeward Investments
Massachusetts
$289K +$50.8K +405 +21%
1IA
575
1834 Investment Advisors
Wisconsin
$285K