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iShares Russell Mid-Cap Value ETF

850 hedge funds and large institutions have $11.4B invested in iShares Russell Mid-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 247 increasing their positions, 320 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
Holders Change %
0%
% of All Funds
12.32%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.43%
New
65
Increased
247
Reduced
320
Closed
55
Calls
$7.07M
Puts
$276K
Net Calls
+$6.79M
Net Calls Change
-$358K
Name Holding Trade Value Shares
Change
Shares
Change %
SC
676
SouthState Corp
Florida
$193K -$58.8K -469 -23%
HFS
677
HBC Financial Services
Washington
$192K
PCA
678
Providence Capital Advisors
North Carolina
$187K
FGAM
679
Financial Gravity Asset Management
Texas
$184K +$86.7K +719 +89%
EWP
680
Elevation Wealth Partners
California
$183K +$22.6K +180 +14%
CTB
681
Country Trust Bank
Illinois
$179K
VCM
682
Versant Capital Management
Arizona
$175K +$1K +8 +0.6%
CWC
683
Carolinas Wealth Consulting
North Carolina
$165K +$159K +1,272 +2,765%
EWM
684
Evermay Wealth Management
Virginia
$164K +$157K +1,256 +2,326%
PA
685
Pineridge Advisors
Missouri
$164K -$164K -1,306 -50%
AIM
686
Anchor Investment Management
South Carolina
$164K
S
687
SignatureFD
Georgia
$162K
CF
688
Centaurus Financial
California
$157K
HNB
689
Hilltop National Bank
Wyoming
$150K +$150K +1,198 New
DJSG
690
D.J. St. Germain
Massachusetts
$150K +$15.3K +122 +11%
CBT
691
CoreFirst Bank & Trust
Kansas
$144K
TAM
692
Townsend Asset Management
North Carolina
$144K +$376 +3 +0.3%
TCOV
693
Trust Company of Vermont
Vermont
$140K
KHC
694
Koesten Hirschmann & Crabtree
Kansas
$139K +$139K +1,108 New
PWMG
695
Prestige Wealth Management Group
New Jersey
$137K -$878 -7 -0.6%
SWM
696
Sugarloaf Wealth Management
Georgia
$131K
ST
697
Smithfield Trust
Pennsylvania
$129K -$10.8K -85 -8%
AAP
698
Arax Advisory Partners
Colorado
$124K +$376 +3 +0.3%
DSC
699
Duncker Streett & Co
Missouri
$120K
KWAG
700
Kiely Wealth Advisory Group
North Carolina
$120K