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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.

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 %
DRP
626
Decker Retirement Planning
Utah
$282K +$282K +2,179 New
ESB
627
Essex Savings Bank
Connecticut
$281K +$27.2K +210 +11%
PP
628
Postrock Partners
Oregon
$280K +$280K +2,168 New
AA
629
Aire Advisors
California
$279K +$776 +6 +0.3%
FWMP
630
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$278K +$278K +2,153 New
LKWM
631
Lee-Kelleher Wealth Management
Maryland
$276K +$276K +2,135 New
NFA
632
Northwest Financial Advisors
Virginia
$276K +$154K +1,191 +126%
RFG
633
REAP Financial Group
Texas
$274K -$26.5K -205 -9%
CAG
634
Crestwood Advisors Group
Massachusetts
$272K +$9.7K +75 +4%
ATC
635
Argent Trust Co
Tennessee
$272K
PFM
636
Peak Financial Management
Massachusetts
$272K
MWM
637
Mission Wealth Management
California
$270K -$3.49K -27 -1%
TWM
638
Topsail Wealth Management
North Carolina
$268K +$268K +2,070 New
GAB
639
German American Bancorp
Indiana
$267K -$25.6K -198 -9%
MFG
640
MidWestOne Financial Group
Iowa
$267K -$158K -1,223 -37%
SW
641
SkyOak Wealth
Michigan
$267K -$647 -5 -0.2%
LFS
642
Legacy Financial Strategies
Kansas
$267K
USB
643
Union Savings Bank
Connecticut
$266K -$5.17K -40 -2%
RA
644
Ruggaard & Associates
Ohio
$266K
MWM
645
Modern Wealth Management
Kansas
$264K +$264K +2,041 New
D
646
Dentgroup
Louisiana
$264K -$44.9K -347 -15%
RWMH
647
Riverpoint Wealth Management Holdings
Illinois
$263K
RDIA
648
RE Dickinson Investment Advisors
Iowa
$263K
DFG
649
Delta Financial Group
New Jersey
$263K +$263K +2,035 New
MCA
650
Maryland Capital Advisors
Maryland
$262K