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iShares Russell Mid-Cap Value ETF

850 hedge funds and large institutions have $10B invested in iShares Russell Mid-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 265 increasing their positions, 293 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
Holders Change %
0%
% of All Funds
12.36%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.38%
New
59
Increased
265
Reduced
293
Closed
47
Calls
$5.23M
Puts
Net Calls
+$5.23M
Net Calls Change
-$1.57M
Name Holding Trade Value Shares
Change
Shares
Change %
PCA
676
Providence Capital Advisors
North Carolina
$180K
EWP
677
Elevation Wealth Partners
California
$176K +$483 +4 +0.3%
OSAM
678
O'Shaughnessy Asset Management
Connecticut
$175K +$88.7K +735 +102%
CTB
679
Country Trust Bank
Illinois
$173K
VCM
680
Versant Capital Management
Arizona
$169K
CAS
681
Coppell Advisory Solutions
Texas
$165K +$165K +1,369 New
CWC
682
Carolinas Wealth Consulting
North Carolina
$159K
AIM
683
Anchor Investment Management
South Carolina
$158K
S
684
SignatureFD
Georgia
$156K
BA
685
Bristlecone Advisors
Washington
$156K +$156K +1,291 New
EWM
686
Evermay Wealth Management
Virginia
$154K -$4.23K -35 -3%
PA
687
Pineridge Advisors
Missouri
$151K -$6.64K -55 -4%
1832 Asset Management
688
1832 Asset Management
Ontario, Canada
$151K +$151K +1,251 New
CF
689
Centaurus Financial
California
$151K
GI
690
GAMMA Investing
California
$149K +$53.1K +440 +55%
TAM
691
Townsend Asset Management
North Carolina
$139K +$483 +4 +0.3%
KHC
692
Koesten Hirschmann & Crabtree
Kansas
$139K
DJSG
693
D.J. St. Germain
Massachusetts
$139K -$5.68K -47 -4%
AAP
694
Arax Advisory Partners
Colorado
$135K +$15.6K +129 +13%
OW
695
Olistico Wealth
Oklahoma
$135K +$135K +1,121 New
TCOV
696
Trust Company of Vermont
Vermont
$135K
PWMG
697
Prestige Wealth Management Group
New Jersey
$132K
SP
698
SWS Partners
Ohio
$128K +$128K +1,056 New
SWM
699
Sugarloaf Wealth Management
Georgia
$126K
ST
700
Smithfield Trust
Pennsylvania
$124K