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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 %
BCM
576
Becker Capital Management
Oregon
$336K -$36.5K -282 -10%
MOS
577
MGO One Seven
Ohio
$335K -$20.6K -159 -6%
NF
578
Nvest Financial
New Hampshire
$335K +$44.1K +341 +15%
APW
579
Acima Private Wealth
Virginia
$334K
D.E. Shaw & Co
580
D.E. Shaw & Co
New York
$333K -$26.4K -204 -7%
BWM
581
BCGM Wealth Management
Indiana
$333K
BIG
582
Builder Investment Group
Georgia
$333K -$6.47K -50 -2%
BAM
583
Belpointe Asset Management
Nevada
$332K -$24.7K -189 -7%
FA
584
FDx Advisors
Illinois
$331K -$1.81K -14 -0.5%
EPM
585
Elm Partners Management
Pennsylvania
$329K +$42.2K +326 +15%
RWM
586
Rench Wealth Management
Texas
$329K +$329K +2,541 New
LAS
587
Lloyd Advisory Services
Georgia
$328K +$388 +3 +0.1%
BMCM
588
Bryn Mawr Capital Management
Pennsylvania
$328K
QCM
589
QRG Capital Management
Illinois
$328K +$18.8K +145 +6%
AA
590
Ancora Advisors
Ohio
$327K +$83.4K +645 +34%
SFG
591
Snider Financial Group
Washington
$327K +$327K +2,528 New
MMA
592
Miracle Mile Advisors
California
$326K +$24.4K +189 +8%
CCC
593
Compass Capital Corp
Massachusetts
$325K +$325K +2,509 New
RWM
594
Rialto Wealth Management
New York
$324K +$324K +2,504 New
BPC
595
Bearing Point Capital
Minnesota
$323K +$323K +2,500 New
AIA
596
Arbor Investment Advisors
North Carolina
$323K
BI
597
Ballast Inc
Kentucky
$322K
FLI
598
Family Legacy Inc
South Carolina
$318K
AL
599
Aspiriant LLC
California
$318K +$94.3K +729 +42%
AP
600
Appleton Partners
Massachusetts
$316K