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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
12.37%
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 %
MA
626
MONECO Advisors
Connecticut
$234K
ONB
627
Old National Bancorp
Indiana
$234K -$1.73M -14,303 -88%
GWM
628
GSB Wealth Management
Connecticut
$229K +$724 +6 +0.3%
CFG
629
Citizens Financial Group
Rhode Island
$229K +$34K +282 +17%
TSS
630
Two Sigma Securities
New York
$229K -$67.5K -559 -23%
DI
631
DAGCO Inc
Ohio
$229K -$30.1K -249 -12%
MBT
632
Montecito Bank & Trust
California
$228K -$33.3K -276 -13%
AA
633
Ancora Advisors
Ohio
$227K
MAM
634
Marotta Asset Management
Virginia
$227K -$17.1K -143 -7%
EI
635
Ellevest Inc
New York
$224K -$23.3K -193 -9%
VCA
636
Verdence Capital Advisors
Maryland
$223K +$13.2K +109 +6%
MWP
637
Madison Wealth Partners
Wisconsin
$220K +$2.54K +21 +1%
CAI
638
Capital Advisors Inc
Oklahoma
$220K
OC
639
Oarsman Capital
Wisconsin
$218K +$24.8K +205 +13%
RFA
640
Resurgent Financial Advisors
Georgia
$218K +$218K +1,803 New
NAS
641
Nicolet Advisory Services
Wisconsin
$218K
GWS
642
Glassman Wealth Services
Virginia
$217K
GIA
643
GHP Investment Advisors
Colorado
$217K -$2.66K -22 -1%
TFGT
644
TS Financial Group (TSFG)
Illinois
$216K
LIM
645
Lathrop Investment Management
Arkansas
$215K
VDI
646
Vaughan David Investments
Illinois
$215K
ATC
647
Argent Trust Co
Tennessee
$214K
SCA
648
Snowden Capital Advisors
New York
$214K
SIC
649
Sigma Investment Counselors
Michigan
$214K +$5.44K +45 +3%
NI
650
NDVR Inc
Massachusetts
$213K