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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
12.47%
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 %
FCAM
51
First Citizens Asset Management
North Carolina
$22.7M 190,552 +122,129 +178%
LL
52
LPWM LLC
Minnesota
$22.1M 192,925 +6,852 +4%
KAS
53
Kestra Advisory Services
Texas
$19.8M 169,879 -97 -0.1%
PP
54
Pegasus Partners
Wisconsin
$19.8M 169,860 +101,400 +148%
HAFS
55
Hapanowicz & Associates Financial Services
Pennsylvania
$19.2M 165,359 +2,755 +2%
HighTower Advisors
56
HighTower Advisors
Illinois
$18.8M 161,490 +1,072 +0.7%
AMG
57
Asset Management Group
Connecticut
$18.1M 155,380 -1,329 -0.8%
AP
58
Advisors Preferred
Maryland
$17.9M 153,846 +135,827 +754%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$17.8M 153,215 -11,674 -7%
RA
60
Rodgers & Associates
Pennsylvania
$17.6M 151,603 -6,361 -4%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$17.5M 150,591 -16,641 -10%
BPWM
62
Badgley Phelps Wealth Managers
Washington
$17.3M 148,976 +6,229 +4%
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$17M 146,337 +4,795 +3%
Goldman Sachs
64
Goldman Sachs
New York
$16.1M 138,568 -25,158 -15%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$15.8M 135,524 -2,316 -2%
RFA
66
RTD Financial Advisors
Pennsylvania
$15.7M 135,221 -517 -0.4%
Northern Trust
67
Northern Trust
Illinois
$14.9M 128,280 +16,319 +15%
Stifel Financial
68
Stifel Financial
Missouri
$14.9M 128,078 -2,881 -2%
GG
69
GenWealth Group
New Jersey
$14.7M 126,385 +126,385 New
LFWA
70
LBJ Family Wealth Advisors
Texas
$14.6M 125,308 -5,385 -4%
Comerica Bank
71
Comerica Bank
Texas
$14.2M 122,065 -1,646 -1%
WA
72
Waverly Advisors
Alabama
$14.1M 121,260 -1,897 -2%
AAS
73
Avantax Advisory Services
Texas
$13.9M 119,297 +4,432 +4%
UB
74
UMB Bank
Missouri
$13.8M 118,318 -4,822 -4%
HSBC Holdings
75
HSBC Holdings
United Kingdom
$13.5M 115,742 -5,550 -5%