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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 %
BFO
751
Biltmore Family Office
North Carolina
$49.6K +$10.8K +86 +28%
NCM
752
Northwest Capital Management
Oregon
$48.5K
AA
753
AlphaMark Advisors
Kentucky
$47K
HPC
754
HM Payson & Co
Maine
$47K
UCB
755
United Community Bank
South Carolina
$45.4K
FIM
756
Fernwood Investment Management
Massachusetts
$45.1K +$45.1K +360 New
MFA
757
McClarren Financial Advisors
Pennsylvania
$44K +$255 +2 +0.6%
ITIM
758
Indiana Trust & Investment Management
Indiana
$43.9K
PAM
759
Palisade Asset Management
Minnesota
$38.9K +$38.9K +310 New
PCMC
760
Private Capital Management (Colorado)
Colorado
$38.6K +$1.38K +11 +4%
LF
761
LifeSteps Financial
California
$38K +$38K +303 New
POIA
762
Pin Oak Investment Advisors
Texas
$37K
GWSG
763
GPS Wealth Strategies Group
Colorado
$37K +$33K +263 +822%
WAG
764
Windsor Advisory Group
Ohio
$33.8K
CAL
765
Capital Advisors Ltd
Ohio
$33K
HWM
766
Horizons Wealth Management
North Carolina
$32.5K
IRC
767
Investors Research Corp
Georgia
$32.5K
RFA
768
Register Financial Advisors
Georgia
$31.8K
LFG
769
Larson Financial Group
Missouri
$31.6K +$251 +2 +0.8%
BGIM
770
Brandywine Global Investment Management
Pennsylvania
$31.3K -$34.3K -274 -52%
Deutsche Bank
771
Deutsche Bank
Germany
$31.1K
LWANC
772
Laurel Wealth Advisors (North Carolina)
North Carolina
$31.1K
PP
773
Pingora Partners
Wyoming
$30.3K +$30.3K +242 New
NF
774
Norwood Financial
Pennsylvania
$30.1K
PP
775
PrairieView Partners
Minnesota
$30K