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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 %
FBFS
601
First Business Financial Services
Wisconsin
$247K 2,127 +2,127 New
SAW
602
Signal Advisors Wealth
Michigan
$246K 2,112 +2,112 New
MWM
603
Mission Wealth Management
California
$245K 2,103 +9 +0.4%
DWA
604
Dougherty Wealth Advisers
Minnesota
$244K 2,100
PFM
605
Peak Financial Management
Massachusetts
$244K 2,100
EIA
606
Edgemoor Investment Advisors
Maryland
$243K 2,093
PPP
607
Private Portfolio Partners
New Jersey
$242K 2,081 -47 -2%
YCG
608
Yeomans Consulting Group
Georgia
$241K 2,071 +2,071 New
CWM
609
Congress Wealth Management
Massachusetts
$241K 2,071 +36 +2%
LFS
610
Legacy Financial Strategies
Kansas
$241K 2,070
MAM
611
Marotta Asset Management
Virginia
$241K 2,069
NRI
612
NFP Retirement Inc
California
$240K 2,065 +2,065 New
EI
613
Ellevest Inc
New York
$237K 2,041
RWMH
614
Riverpoint Wealth Management Holdings
Illinois
$237K 2,035
SDJVC
615
St. Denis J. Villere & Co
Louisiana
$236K 2,033 +2,033 New
CIA
616
Cape Investment Advisory
Georgia
$236K 2,033 -797 -28%
MCA
617
Maryland Capital Advisors
Maryland
$236K 2,028
WP
618
WealthShield Partners
North Carolina
$234K 2,015 -39,705 -95%
DFG
619
Delta Financial Group
New Jersey
$234K 2,016 +43 +2%
SC
620
SouthState Corp
Florida
$234K 2,012 +176 +10%
RAG
621
RIA Advisory Group
Iowa
$234K 853 +853 New
DWT
622
Dorsey & Whitney Trust
South Dakota
$233K 2,005 +2,005 New
AA
623
Aire Advisors
California
$233K 2,000 +72 +4%
RDFA
624
Ritter Daniher Financial Advisory
Ohio
$231K 1,988
NAM
625
NTV Asset Management
West Virginia
$231K 1,986