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iShares Russell Mid-Cap Value ETF

850 hedge funds and large institutions have $11.4B invested in iShares Russell Mid-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 247 increasing their positions, 320 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
Holders Change %
0%
% of All Funds
12.32%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.43%
New
65
Increased
247
Reduced
320
Closed
55
Calls
$7.07M
Puts
$276K
Net Calls
+$6.79M
Net Calls Change
-$358K
Name Holding Trade Value Shares
Change
Shares
Change %
CFP
626
Cascade Financial Partners
California
$238K +$238K +1,985 New
GWM
627
GSB Wealth Management
Connecticut
$237K +$627 +5 +0.3%
AA
628
Ancora Advisors
Ohio
$236K
AI
629
Ariel Investments
Illinois
$236K -$560K -4,472 -70%
CFG
630
Clayton Financial Group
Missouri
$235K +$235K +1,873 New
CWM
631
Congress Wealth Management
Massachusetts
$230K -$29.7K -237 -11%
GIA
632
GHP Investment Advisors
Colorado
$228K +$501 +4 +0.2%
ESB
633
Essex Savings Bank
Connecticut
$228K
CAI
634
Capital Advisors Inc
Oklahoma
$228K
SG
635
StoneX Group
New York
$227K -$204K -1,625 -47%
JIC
636
Joel Isaacson & Co
New York
$227K +$125 +1 +0.1%
MWP
637
Madison Wealth Partners
Wisconsin
$226K
GWS
638
Glassman Wealth Services
Virginia
$225K
SFG
639
Summit Financial Group
West Virginia
$225K
NAS
640
Nicolet Advisory Services
Wisconsin
$224K -$178K -1,433 -44%
TFGT
641
TS Financial Group (TSFG)
Illinois
$224K -$61.2K -488 -21%
VDI
642
Vaughan David Investments
Illinois
$223K -$6.88K -55 -3%
LIM
643
Lathrop Investment Management
Arkansas
$223K
FHB
644
First Hawaiian Bank
Hawaii
$222K
ATC
645
Argent Trust Co
Tennessee
$222K
SCA
646
Snowden Capital Advisors
New York
$222K +$222K +1,770 New
NI
647
NDVR Inc
Massachusetts
$221K +$221K +1,763 New
GCM
648
Gallacher Capital Management
Colorado
$220K
WMA
649
West Michigan Advisors
Michigan
$219K -$17.8K -142 -8%
SFC
650
SYM Financial Corp
Indiana
$218K -$18.9K -151 -8%