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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 %
JIC
601
Joel Isaacson & Co
New York
$313K +$259 +2 +0.1%
KP
602
Keel Point
Alabama
$310K -$4.66K -36 -1%
KFI
603
Key Financial Inc
Pennsylvania
$304K
LWCFA
604
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$303K
PFG
605
Pacific Financial Group
Washington
$301K -$647 -5 -0.2%
KL
606
KilterHowling LLC
Colorado
$299K +$1.32K +10 +0.4%
PIMG
607
Patriot Investment Management Group
Tennessee
$299K
NB
608
NBT Bank
New York
$299K +$19.4K +150 +7%
CCA
609
Checchi Capital Advisers
California
$299K +$299K +2,308 New
TF
610
Theory Financial
Colorado
$297K +$25.9K +200 +10%
SCTC
611
Sanibel Captiva Trust Company
Florida
$293K -$38.8K -300 -12%
AFC
612
AFT Forsyth & Company
Florida
$293K +$388 +3 +0.1%
RFN
613
RDA Financial Network
Iowa
$293K
NL
614
NWAM LLC
Washington
$292K
JSW
615
Journey Strategic Wealth
New Jersey
$291K +$291K +2,253 New
WKSWA
616
White Knight Strategic Wealth Advisors
New Jersey
$290K +$290K +2,240 New
T
617
Transce3nd
Texas
$289K +$289K +2,235 New
RBFC
618
Roman Butler Fullerton & Co
Missouri
$288K -$940 -7 -0.3%
FB
619
Fulton Bank
Pennsylvania
$286K
RIA
620
Regal Investment Advisors
Michigan
$286K
AG
621
AlTi Global
New York
$286K -$136K -1,053 -32%
AWG
622
Altus Wealth Group
Colorado
$284K
ECG
623
Edge Capital Group
Georgia
$284K
CIA
624
Cape Investment Advisory
Georgia
$283K +$5.82K +45 +2%
HT
625
Headlands Technologies
Illinois
$283K +$283K +2,189 New