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iShares Russell Mid-Cap Value ETF

850 hedge funds and large institutions have $10B invested in iShares Russell Mid-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 265 increasing their positions, 293 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
Holders Change %
0%
% of All Funds
12.36%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.38%
New
59
Increased
265
Reduced
293
Closed
47
Calls
$5.23M
Puts
Net Calls
+$5.23M
Net Calls Change
-$1.57M
Name Holding Trade Value Shares
Change
Shares
Change %
GC
601
Grimes & Company
Massachusetts
$252K +$13.4K +111 +6%
FTWA
602
Fifth Third Wealth Advisors
Ohio
$252K -$15K -124 -6%
PMFA
603
Plante Moran Financial Advisors
Michigan
$250K +$19.9K +165 +9%
SW
604
SkyOak Wealth
Michigan
$250K -$49.7K -412 -17%
LFS
605
Legacy Financial Strategies
Kansas
$249K
RA
606
Ruggaard & Associates
Ohio
$248K -$102K -843 -29%
RWMH
607
Riverpoint Wealth Management Holdings
Illinois
$246K
NRI
608
NFP Retirement Inc
California
$246K -$5.43K -45 -2%
MCA
609
Maryland Capital Advisors
Maryland
$245K
WWM
610
Western Wealth Management
Colorado
$245K -$44.7K -370 -15%
WA
611
Wealth Alliance
New York
$242K +$242K +2,007 New
SFG
612
SNS Financial Group
Minnesota
$242K -$1.69K -14 -0.7%
DWT
613
Dorsey & Whitney Trust
South Dakota
$242K
AT
614
American Trust
Kentucky
$241K +$241K +1,998 New
DAS
615
Dynamic Advisor Solutions
Arizona
$240K -$39K -323 -14%
RDFA
616
Ritter Daniher Financial Advisory
Ohio
$240K
FAM
617
Forte Asset Management
New York
$240K
EIA
618
Edgemoor Investment Advisors
Maryland
$239K
DIA
619
Dana Investment Advisors
Wisconsin
$239K -$32.5K -269 -12%
IIC
620
Ironwood Investment Counsel
Arizona
$238K
SC
621
SouthState Corp
Florida
$238K +$51.3K +425 +28%
FHB
622
First Hawaiian Bank
Hawaii
$237K +$22.8K +189 +11%
ESB
623
Essex Savings Bank
Connecticut
$237K
TFA
624
TPG Financial Advisors
Oregon
$235K +$235K +1,947 New
PL
625
Plancorp LLC
Missouri
$234K