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iShares Russell Mid-Cap Value ETF

873 hedge funds and large institutions have $10.7B invested in iShares Russell Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 267 increasing their positions, 298 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+23
Holders Change %
+2.71%
% of All Funds
12.63%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.41%
New
73
Increased
267
Reduced
298
Closed
43
Calls
$4.77M
Puts
$212K
Net Calls
+$4.56M
Net Calls Change
-$666K
Name Holding Trade Value Shares
Change
Shares
Change %
FHB
626
First Hawaiian Bank
Hawaii
$259K
ESB
627
Essex Savings Bank
Connecticut
$259K
MA
628
MONECO Advisors
Connecticut
$256K
HBW
629
Hazlett, Burt & Watson
West Virginia
$254K +$26.4K +201 +12%
WIA
630
World Investment Advisors
California
$253K +$253K +1,912 New
GWM
631
GSB Wealth Management
Connecticut
$252K +$926 +7 +0.4%
CFG
632
Citizens Financial Group
Rhode Island
$252K +$794 +6 +0.3%
MAM
633
Marotta Asset Management
Virginia
$252K
DI
634
DAGCO Inc
Ohio
$251K +$264 +2 +0.1%
MBT
635
Montecito Bank & Trust
California
$250K
VCA
636
Verdence Capital Advisors
Maryland
$249K +$5.42K +41 +2%
AA
637
Ancora Advisors
Ohio
$249K
SFG
638
SNS Financial Group
Minnesota
$248K -$17.1K -129 -6%
SC
639
SouthState Corp
Florida
$243K -$17.7K -134 -7%
MWP
640
Madison Wealth Partners
Wisconsin
$241K
DWP
641
Daymark Wealth Partners
Ohio
$241K -$38.5K -291 -14%
NAS
642
Nicolet Advisory Services
Wisconsin
$240K +$5.09K +39 +2%
RFA
643
Resurgent Financial Advisors
Georgia
$238K
GWS
644
Glassman Wealth Services
Virginia
$238K
GIA
645
GHP Investment Advisors
Colorado
$238K
VDI
646
Vaughan David Investments
Illinois
$236K
LIM
647
Lathrop Investment Management
Arkansas
$236K
TFGT
648
TS Financial Group (TSFG)
Illinois
$236K +$132 +1 +0.1%
EIA
649
Edgemoor Investment Advisors
Maryland
$234K -$27.5K -208 -11%
NI
650
NDVR Inc
Massachusetts
$233K