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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 %
EWM
726
Evermay Wealth Management
Virginia
$104K 784 -491 -39%
BFS
727
Bare Financial Services
Pennsylvania
$104K 784
WTA
728
Washington Trust Advisors
Massachusetts
$98.7K 746
AAG
729
Armstrong Advisory Group
Massachusetts
$97.6K 738
CAS
730
Coppell Advisory Solutions
Texas
$95.8K 726 -643 -47%
SIS
731
Sound Income Strategies
Florida
$95K 718 +25 +4%
TC
732
Trust Company
Kansas
$94.8K 717
SC
733
Steph & Co
Wisconsin
$89.8K 679
CPA
734
Cardiff Park Advisors
California
$87.8K 664 +3 +0.5%
EB
735
Eastern Bank
Massachusetts
$87.3K 660 +660 New
RI
736
Ridgewood Investments
New Jersey
$80.9K 612
ADL
737
Asset Dedication LLC
California
$80.8K 611 -89 -13%
EWM
738
EPG Wealth Management
Georgia
$80.2K 606 +606 New
PWM
739
Provident Wealth Management
Tennessee
$78.8K 596
BCMLT
740
Beacon Capital Management LLC (Tennessee)
Tennessee
$77.6K 586 +59 +11%
NRC
741
New Republic Capital
North Carolina
$75.8K 573 -6,719 -92%
FFA
742
Founders Financial Alliance
North Carolina
$75.2K 569 +2 +0.4%
ME
743
McIlrath & Eck
Washington
$74.5K 563 +89 +19%
BBPWM
744
Blue Bell Private Wealth Management
Pennsylvania
$73.5K 556
FAM
745
Flaharty Asset Management
Florida
$73.5K 556 +556 New
AIC
746
Archer Investment Corporation
Indiana
$69.3K 524
RTC
747
Riverview Trust Company
Washington
$68.8K 520
BLC
748
Brown, Lisle/Cummings
Rhode Island
$68.2K 516
OIA
749
Optimum Investment Advisors
Illinois
$68.2K 516
FCG
750
Financial Connections Group
California
$68K 517