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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 Market Value Shares Shares
Change
Shares
Change %
TFA
676
TPG Financial Advisors
Oregon
$240K 1,858 -114 -6%
FM
677
Foster & Motley
Ohio
$240K 1,856 -290 -14%
RC
678
Rahlfs Capital
Texas
$239K 1,850 +1,850 New
PMFA
679
Plante Moran Financial Advisors
Michigan
$239K 1,847 +139 +8%
TM
680
TigerOak Management
New Mexico
$239K 1,844 +1,844 New
SC
681
SouthState Corp
Florida
$237K 1,834
MWP
682
Madison Wealth Partners
Wisconsin
$236K 1,821
RFA
683
Resurgent Financial Advisors
Georgia
$233K 1,803
GWS
684
Glassman Wealth Services
Virginia
$232K 1,797
VDI
685
Vaughan David Investments
Illinois
$231K 1,783
TFGT
686
TS Financial Group (TSFG)
Illinois
$231K 1,787 +1 +0.1%
LIM
687
Lathrop Investment Management
Arkansas
$230K 1,781
EIA
688
Edgemoor Investment Advisors
Maryland
$229K 1,770
NI
689
NDVR Inc
Massachusetts
$228K 1,763
GCM
690
Gallacher Capital Management
Colorado
$227K 1,755
SW
691
SMART Wealth
Nebraska
$225K 1,736 +1,736 New
LFAS
692
Level Four Advisory Services
Texas
$224K 1,734 +49 +3%
VCM
693
Vivaldi Capital Management
Illinois
$224K 1,670 +1,670 New
DAS
694
Dynamic Advisor Solutions
Arizona
$223K 1,727 -262 -13%
SIC
695
Sigma Investment Counselors
Michigan
$223K 1,723
PPP
696
Private Portfolio Partners
New Jersey
$222K 1,718
EA
697
Everpar Advisors
Oklahoma
$222K 1,713 +1,713 New
NRI
698
NFP Retirement Inc
California
$221K 1,709
RFS
699
Richardson Financial Services
Massachusetts
$221K 1,711 +17 +1%
MSAM
700
Moloney Securities Asset Management
Missouri
$220K 1,702