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iShares Russell Mid-Cap Value ETF

873 hedge funds and large institutions have $10.7B invested in iShares Russell Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 267 increasing their positions, 298 reducing their positions, and 43 closing their positions.

Holders
873
Holders Change
+23
Holders Change %
+2.71%
% of All Funds
12.63%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.41%
New
73
Increased
267
Reduced
298
Closed
43
Calls
$4.77M
Puts
$212K
Net Calls
+$4.56M
Net Calls Change
-$666K
Name Market Value Shares Shares
Change
Shares
Change %
SWA
701
SOA Wealth Advisors
New York
$155K 1,174 -426 -27%
TAM
702
Townsend Asset Management
North Carolina
$153K 1,159 +5 +0.4%
DJSG
703
D.J. St. Germain
Massachusetts
$152K 1,149
AAP
704
Arax Advisory Partners
Colorado
$149K 1,127 +5 +0.4%
TCOV
705
Trust Company of Vermont
Vermont
$147K 1,114
KHC
706
Koesten Hirschmann & Crabtree
Kansas
$147K 1,108
PWMG
707
Prestige Wealth Management Group
New Jersey
$145K 1,093
VNIM
708
Vaughan Nelson Investment Management
Texas
$140K 1,056 -1,110 -51%
SWM
709
Sugarloaf Wealth Management
Georgia
$138K 1,044
ST
710
Smithfield Trust
Pennsylvania
$136K 1,019
KWAG
711
Kiely Wealth Advisory Group
North Carolina
$135K 990
BTI
712
Blue Trust Inc
Georgia
$131K 1,086 +197 +22%
HNB
713
Hilltop National Bank
Wyoming
$129K 973 +69 +8%
DSC
714
Duncker Streett & Co
Missouri
$127K 961
NFA
715
Northwest Financial Advisors
Virginia
$125K 942 +942 New
CBT
716
CoreFirst Bank & Trust
Kansas
$125K 942 +942 New
CIAS
717
Capital Investment Advisory Services
North Carolina
$118K 892
SS
718
Sunbelt Securities
Texas
$118K 889
CCM
719
Cutler Capital Management
Massachusetts
$117K 886
OHWP
720
Oak Harbor Wealth Partners
North Carolina
$114K 863 +4 +0.5%
OW
721
Olistico Wealth
Oklahoma
$112K 843 -278 -25%
FCA
722
FinTrust Capital Advisors
South Carolina
$108K 816
HPIA
723
Hamilton Point Investment Advisors
North Carolina
$108K 814
PK
724
Pflug Koory
Nebraska
$107K 808 +808 New
CFD
725
Creative Financial Designs
Indiana
$104K 785