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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
12.46%
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 %
CAS
726
Coppell Advisory Solutions
Texas
$64.1K 551 +420 +321%
GI
727
Gradient Investments
Minnesota
$61.8K 531 -16 -3%
BBPWM
728
Blue Bell Private Wealth Management
Pennsylvania
$61.6K 530 +25 +5%
BGIM
729
Brandywine Global Investment Management
Pennsylvania
$60.9K 524 -93 -15%
AIC
730
Archer Investment Corporation
Indiana
$60.9K 524
OIA
731
Optimum Investment Advisors
Illinois
$60K 516 -375 -42%
BLC
732
Brown, Lisle/Cummings
Rhode Island
$60K 516
FCG
733
Financial Connections Group
California
$60K 517 +517 New
TRCT
734
Tower Research Capital (TRC)
New York
$58.8K 506 -190 -27%
VF
735
VitalStone Financial
Texas
$58K 495
ADL
736
Asset Dedication LLC
California
$58K 497
IIL
737
Insight Inv LLC
California
$57.9K 498
ME
738
McIlrath & Eck
Washington
$57.4K 494 -12 -2%
BSB
739
Bangor Savings Bank
Maine
$55.2K 475
CTA
740
Colonial Trust Advisors
South Carolina
$52.3K 450
LPP
741
Life Planning Partners
Florida
$51.3K 441 +441 New
PS
742
Planned Solutions
California
$48.8K 420 +420 New
CFO
743
CVA Family Office
Colorado
$47.8K 411 +411 New
GWANC
744
Guardian Wealth Advisors (North Carolina)
North Carolina
$47.2K 406
NCM
745
Northwest Capital Management
Oregon
$45K 387
AA
746
AlphaMark Advisors
Kentucky
$44K 375 +375 New
HPC
747
HM Payson & Co
Maine
$43.6K 375
UCB
748
United Community Bank
South Carolina
$42.1K 362
ITIM
749
Indiana Trust & Investment Management
Indiana
$40.7K 350
MFA
750
McClarren Financial Advisors
Pennsylvania
$40K 343 +5 +1%