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iShares Russell Mid-Cap Value ETF

850 hedge funds and large institutions have $11.4B invested in iShares Russell Mid-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 247 increasing their positions, 320 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
Holders Change %
0%
% of All Funds
12.32%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.43%
New
65
Increased
247
Reduced
320
Closed
55
Calls
$7.07M
Puts
$276K
Net Calls
+$6.79M
Net Calls Change
-$358K
Name Holding Trade Value Shares
Change
Shares
Change %
AAG
726
Armstrong Advisory Group
Massachusetts
$75.8K
PWM
727
Provident Wealth Management
Tennessee
$74.7K
First Manhattan
728
First Manhattan
New York
$74.2K
TSWM
729
Tyler-Stone Wealth Management
Ohio
$71.6K
FFA
730
Founders Financial Alliance
North Carolina
$71.1K
BBPWM
731
Blue Bell Private Wealth Management
Pennsylvania
$69.7K +$3.26K +26 +5%
NRC
732
New Republic Capital
North Carolina
$68.6K -$53.4K -426 -44%
AIC
733
Archer Investment Corporation
Indiana
$65.7K
RTC
734
Riverview Trust Company
Washington
$65.2K +$65.2K +520 New
BLC
735
Brown, Lisle/Cummings
Rhode Island
$64.7K
OIA
736
Optimum Investment Advisors
Illinois
$64.7K
ADL
737
Asset Dedication LLC
California
$64K
IIL
738
Insight Inv LLC
California
$62.4K
CAM
739
Creekmur Asset Management
Illinois
$62.1K -$25.2K -201 -29%
VF
740
VitalStone Financial
Texas
$62K
ME
741
McIlrath & Eck
Washington
$61.9K
BSB
742
Bangor Savings Bank
Maine
$59.5K
MPWT
743
MassMutual Private Wealth & Trust
Connecticut
$58.3K +$42.6K +340 +272%
BCMLT
744
Beacon Capital Management LLC (Tennessee)
Tennessee
$57.4K +$41.2K +329 +255%
CTA
745
Colonial Trust Advisors
South Carolina
$56.4K
BFPW
746
BOK Financial Private Wealth
Colorado
$55.3K -$15.2K -121 -22%
SMA
747
Sage Mountain Advisors
Georgia
$54.9K +$12.8K +102 +30%
CA
748
Clearstead Advisors
Ohio
$52.5K +$48.4K +393 +1,191%
CFO
749
CVA Family Office
Colorado
$51.5K
GWANC
750
Guardian Wealth Advisors (North Carolina)
North Carolina
$50.9K