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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.

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 Market Value Shares Shares
Change
Shares
Change %
MOS
576
MGO One Seven
Ohio
$275K 2,361 +2,361 New
FFM
577
Forum Financial Management
Illinois
$271K 2,333 -408 -15%
CFB
578
Cullen/Frost Bankers
Texas
$270K 2,319 -74 -3%
PIMG
579
Patriot Investment Management Group
Tennessee
$269K 2,311 +2,311 New
PA
580
PFG Advisors
Arizona
$269K 2,309 -549 -19%
FM
581
Foster & Motley
Ohio
$267K 2,297 -231 -9%
NL
582
NWAM LLC
Washington
$266K 2,292 +304 +15%
PCIA
583
Prime Capital Investment Advisors
Kansas
$266K 2,288 +2,288 New
TFGT
584
TS Financial Group (TSFG)
Illinois
$264K 2,273 +13 +0.6%
1IA
585
1834 Investment Advisors
Wisconsin
$264K 2,270
WKSWA
586
White Knight Strategic Wealth Advisors
New Jersey
$264K 2,267 -137 -6%
AFC
587
AFT Forsyth & Company
Florida
$262K 2,255 +9 +0.4%
DIA
588
Dana Investment Advisors
Wisconsin
$261K 2,246 +2,246 New
KL
589
KilterHowling LLC
Colorado
$258K 2,238 +24 +1%
LWCFA
590
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$258K 2,259
RSWM
591
Robertson Stephens Wealth Management
California
$258K 2,214
IBOK
592
Independence Bank of Kentucky
Kentucky
$257K 2,212 +1,440 +187%
LFAS
593
Level Four Advisory Services
Texas
$256K 2,198 +20 +0.9%
MBT
594
Montecito Bank & Trust
California
$252K 2,167 -106 -5%
NB
595
NBT Bank
New York
$251K 2,158 +2,158 New
GC
596
Grimes & Company
Massachusetts
$250K 2,148 +195 +10%
RFN
597
RDA Financial Network
Iowa
$250K 2,146
FAIM
598
Financial Advocates Investment Management
Washington
$249K 2,326 -6,709 -74%
NF
599
Nvest Financial
New Hampshire
$248K 2,136 +2,136 New
USB
600
Union Savings Bank
Connecticut
$248K 2,132 -25 -1%