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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.

Holders
850
Holders Change
Holders Change %
0%
% of All Funds
12.37%
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 Market Value Shares Shares
Change
Shares
Change %
KWAG
701
Kiely Wealth Advisory Group
North Carolina
$122K 990
DSC
702
Duncker Streett & Co
Missouri
$116K 961
BTI
703
Blue Trust Inc
Georgia
$111K 889
HNB
704
Hilltop National Bank
Wyoming
$109K 904 -294 -25%
CIAS
705
Capital Investment Advisory Services
North Carolina
$108K 892
SS
706
Sunbelt Securities
Texas
$107K 889 -3 -0.3%
CCM
707
Cutler Capital Management
Massachusetts
$107K 886
OHWP
708
Oak Harbor Wealth Partners
North Carolina
$104K 859 +3 +0.4%
EWM
709
EPG Wealth Management
Georgia
-852 Closed
BFS
710
Bare Financial Services
Pennsylvania
$100K 784 -10 -1%
FCA
711
FinTrust Capital Advisors
South Carolina
$98.5K 816 -136 -14%
HPIA
712
Hamilton Point Investment Advisors
North Carolina
$98.3K 814
CFD
713
Creative Financial Designs
Indiana
$94.8K 785
BGIM
714
Brandywine Global Investment Management
Pennsylvania
$91.3K 756 +506 +202%
WTA
715
Washington Trust Advisors
Massachusetts
$90.1K 746 -54 -7%
NSIM
716
North Star Investment Management
Illinois
$90K 745
PGAM
717
Princeton Global Asset Management
New Jersey
$89.3K 740 +727 +5,592%
AAG
718
Armstrong Advisory Group
Massachusetts
$89.1K 738 +86 +13%
TC
719
Trust Company
Kansas
$86.6K 717
ADL
720
Asset Dedication LLC
California
$84.5K 700 +203 +41%
SIS
721
Sound Income Strategies
Florida
$83.7K 693 -95 -12%
SC
722
Steph & Co
Wisconsin
$82K 679
GLR
723
Great Lakes Retirement
Ohio
$81.9K 678 +678 New
CPA
724
Cardiff Park Advisors
California
$79.8K 661 +2 +0.3%
OLVIG
725
Oliver Lagore Vanvalin Investment Group
Michigan
$78.6K 651 -36 -5%