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iShares Russell Mid-Cap Value ETF

850 hedge funds and large institutions have $11.5B invested in iShares Russell Mid-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 263 increasing their positions, 280 reducing their positions, and 45 closing their positions.

Holders
850
Holders Change
+67
Holders Change %
+8.56%
% of All Funds
12.46%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.45%
New
122
Increased
263
Reduced
280
Closed
45
Calls
$7.61M
Puts
$454K
Net Calls
+$7.15M
Net Calls Change
+$5.78M
Name Market Value Shares Shares
Change
Shares
Change %
BRA
651
Biechele Royce Advisors
Indiana
$209K 1,793 +1,793 New
GWS
652
Glassman Wealth Services
Virginia
$209K 1,797
SFG
653
Summit Financial Group
West Virginia
$209K 1,795 +1,795 New
LIM
654
Lathrop Investment Management
Arkansas
$207K 1,781 -200 -10%
FHB
655
First Hawaiian Bank
Hawaii
$206K 1,773 +1,773 New
ATC
656
Argent Trust Co
Tennessee
$206K 1,772 +1,772 New
FMC
657
First Merchants Corp
Indiana
$206K 1,770 +1,770 New
FCAS
658
First Command Advisory Services
Texas
$205K 1,767 +85 +5%
GCM
659
Gallacher Capital Management
Colorado
$204K 1,755 +1,755 New
OW
660
Olistico Wealth
Oklahoma
$203K 1,747 +1,747 New
SFP
661
Shepherd Financial Partners
Massachusetts
$202K 1,736 +1,736 New
HTC
662
Haverford Trust Company
Pennsylvania
$202K 1,736 +1,736 New
VCA
663
Verdence Capital Advisors
Maryland
$202K 1,734 +1,734 New
AL
664
Aspiriant LLC
California
$201K 1,729 +1,729 New
SIC
665
Sigma Investment Counselors
Michigan
$200K 1,723 +1,723 New
HBW
666
Hazlett, Burt & Watson
West Virginia
$200K 1,728 +6 +0.3%
CMP
667
Coston McIsaac & Partners
Maine
$188K 1,623 -66 -4%
HFS
668
HBC Financial Services
Washington
$188K 1,620
SWA
669
SOA Wealth Advisors
New York
$186K 1,596
FFA
670
Farther Finance Advisors
California
$176K 1,514 -176 -10%
ODG
671
O'Dell Group
Ohio
$174K 1,500 +1,500 New
PCA
672
Providence Capital Advisors
North Carolina
$173K 1,490
CTB
673
Country Trust Bank
Illinois
$166K 1,430
AssetMark Inc
674
AssetMark Inc
California
$166K 1,425 +349 +32%
VCM
675
Versant Capital Management
Arizona
$161K 1,388