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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 %
FA
751
Faithward Advisors
Pennsylvania
$39.2K 344
SMA
752
Sage Mountain Advisors
Georgia
$39.1K 336
BFO
753
Biltmore Family Office
North Carolina
$36.1K 310
PCMC
754
Private Capital Management (Colorado)
Colorado
$34.5K 297
POIA
755
Pin Oak Investment Advisors
Texas
$34K 293
HWM
756
Horizons Wealth Management
North Carolina
$32.5K 280
DMKJ
757
David M. Knott Jr
$32K 273
WAG
758
Windsor Advisory Group
Ohio
$31.4K 270
FWM
759
Focused Wealth Management
New York
$30.4K 261
IRC
760
Investors Research Corp
Georgia
$30.1K 259
CAL
761
Capital Advisors Ltd
Ohio
$30K 260
RFA
762
Register Financial Advisors
Georgia
$29.5K 254
LFG
763
Larson Financial Group
Missouri
$29K 250 +3 +1%
LWANC
764
Laurel Wealth Advisors (North Carolina)
North Carolina
$28.8K 248
Deutsche Bank
765
Deutsche Bank
Germany
$28.8K 248
CWM
766
CarsonAllaria Wealth Management
Illinois
$28.7K 247 +247 New
CSB
767
City State Bank
Iowa
$28K 240
NF
768
Norwood Financial
Pennsylvania
$27.9K 240
PP
769
PrairieView Partners
Minnesota
$27K 235
MSS
770
Mitchell Sinkler & Starr
Pennsylvania
$26.2K 225 +225 New
AWM
771
Abound Wealth Management
Tennessee
$25.9K 223 -5 -2%
AWM
772
Able Wealth Management
New Jersey
$25.8K 222 +222 New
BONH
773
Bank of New Hampshire
New Hampshire
$24.9K 214
RDIA
774
RE Dickinson Investment Advisors
Iowa
$24K 203
CCM
775
Chilton Capital Management
Texas
$23.5K 202