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 %
HPIA
701
Hamilton Point Investment Advisors
North Carolina
$94.7K 814
PK
702
Pflug Koory
Nebraska
$94K 808
FGAM
703
Financial Gravity Asset Management
Texas
$93.9K 808 +805 +26,833%
WTA
704
Washington Trust Advisors
Massachusetts
$93K 800 -6 -0.7%
CFD
705
Creative Financial Designs
Indiana
$91.3K 785
BWM
706
Baystate Wealth Management
Massachusetts
$87K 748 +76 +11%
CSWM
707
Cassady Schiller Wealth Management
Ohio
$86.4K 743 +105 +16%
OC
708
Oakworth Capital
Alabama
$84.1K 723 +25 +4%
TC
709
Trust Company
Kansas
$83.4K 717
DWMG
710
DB Wealth Management Group
California
$83.3K 716
RFA
711
Resurgent Financial Advisors
Georgia
$81.8K 703 +301 +75%
CAM
712
Creekmur Asset Management
Illinois
$80.9K 696 +696 New
NSIM
713
North Star Investment Management
Illinois
$80.4K 691
GI
714
GAMMA Investing
California
$79.1K 693 +693 New
SC
715
Steph & Co
Wisconsin
$79K 679 -86 -11%
CT
716
Cambridge Trust
Massachusetts
$76.8K 660 -251 -28%
CPA
717
Cardiff Park Advisors
California
$76.3K 656 +6 +0.9%
AAG
718
Armstrong Advisory Group
Massachusetts
$75.8K 652 -61 -9%
OSAM
719
O'Shaughnessy Asset Management
Connecticut
$71.8K 617 +219 +55%
PWM
720
Provident Wealth Management
Tennessee
$69.3K 596
First Manhattan
721
First Manhattan
New York
$68.8K 592
1832 Asset Management
722
1832 Asset Management
Ontario, Canada
$67.1K 577
TSWM
723
Tyler-Stone Wealth Management
Ohio
$66.4K 571 +50 +10%
FFA
724
Founders Financial Alliance
North Carolina
$65.9K 567
BFPW
725
BOK Financial Private Wealth
Colorado
$65.4K 562 +65 +13%