IWS icon

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 %
AIM
676
Anchor Investment Management
South Carolina
$152K 1,305
S
677
SignatureFD
Georgia
$151K 1,295 +524 +68%
BTI
678
Blue Trust Inc
Georgia
$147K 1,408 +645 +85%
CF
679
Centaurus Financial
California
$145K 1,250 -119 -9%
OLVIG
680
Oliver Lagore Vanvalin Investment Group
Michigan
$138K 1,188 -2,200 -65%
CBT
681
CoreFirst Bank & Trust
Kansas
$134K 1,152
TAM
682
Townsend Asset Management
North Carolina
$133K 1,147 +57 +5%
EWP
683
Elevation Wealth Partners
California
$133K 1,276 +400 +46%
TCOV
684
Trust Company of Vermont
Vermont
$130K 1,114
PWMG
685
Prestige Wealth Management Group
New Jersey
$128K 1,100 -5 -0.5%
SIS
686
Sound Income Strategies
Florida
$128K 1,099 -51 -4%
ST
687
Smithfield Trust
Pennsylvania
$127K 1,104 +122 +12%
DJSG
688
D.J. St. Germain
Massachusetts
$125K 1,074
SWM
689
Sugarloaf Wealth Management
Georgia
$121K 1,044
ACA
690
Aptus Capital Advisors
Alabama
$120K 1,030 -286 -22%
AAP
691
Arax Advisory Partners
Colorado
$115K 990 +11 +1%
KWAG
692
Kiely Wealth Advisory Group
North Carolina
$114K 990 +990 New
NRC
693
New Republic Capital
North Carolina
$113K 973 +53 +6%
GG
694
Greenwood Gearhart
Arkansas
$112K 962 +962 New
DSC
695
Duncker Streett & Co
Missouri
$112K 961
FCA
696
FinTrust Capital Advisors
South Carolina
$111K 952 -46 -5%
CIAS
697
Capital Investment Advisory Services
North Carolina
$104K 892 -226 -20%
NFA
698
Northwest Financial Advisors
Virginia
$101K 871 +871 New
OHWP
699
Oak Harbor Wealth Partners
North Carolina
$99.2K 853 +9 +1%
EWM
700
EPG Wealth Management
Georgia
$96.5K 842 +6 +0.7%