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iShares Russell Mid-Cap Value ETF

850 hedge funds and large institutions have $10B invested in iShares Russell Mid-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 265 increasing their positions, 293 reducing their positions, and 47 closing their positions.

Holders
850
Holders Change
Holders Change %
0%
% of All Funds
12.37%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.38%
New
59
Increased
265
Reduced
293
Closed
47
Calls
$5.23M
Puts
Net Calls
+$5.23M
Net Calls Change
-$1.57M
Name Market Value Shares Shares
Change
Shares
Change %
UCB
751
United Community Bank
South Carolina
$43.7K 362
TWP
752
Triad Wealth Partners
Kansas
$42.6K 353 +353 New
ITIM
753
Indiana Trust & Investment Management
Indiana
$42.3K 350
SMA
754
Sage Mountain Advisors
Georgia
$40.6K 336 -102 -23%
TRCT
755
Tower Research Capital (TRC)
New York
$39K 323 -2,456 -88%
GWSG
756
GPS Wealth Strategies Group
Colorado
$36.5K 302 +7 +2%
POIA
757
Pin Oak Investment Advisors
Texas
$35K 293
HWM
758
Horizons Wealth Management
North Carolina
$34.9K 280
KB
759
Kimelman & Baird
New York
$34.3K 284 +284 New
SFC
760
Strategic Financial Concepts
Texas
$33.6K 112,211 +112,211 New
WAG
761
Windsor Advisory Group
Ohio
$32.6K 270
LFG
762
Larson Financial Group
Missouri
$32.6K 270 +18 +7%
FGAM
763
Financial Gravity Asset Management
Texas
$32.1K 266 -1,261 -83%
TIM
764
Tortoise Investment Management
New York
$31.8K 263 +263 New
IRC
765
Investors Research Corp
Georgia
$31.3K 259
CAL
766
Capital Advisors Ltd
Ohio
$31K 260
RFA
767
Register Financial Advisors
Georgia
$30.7K 254
GWANC
768
Guardian Wealth Advisors (North Carolina)
North Carolina
$30.2K 250 -156 -38%
Deutsche Bank
769
Deutsche Bank
Germany
$29.9K 248
LWANC
770
Laurel Wealth Advisors (North Carolina)
North Carolina
$29.9K 248
CWM
771
CarsonAllaria Wealth Management
Illinois
$29.8K 247 -1,348 -85%
CSB
772
City State Bank
Iowa
$29K 240
PP
773
PrairieView Partners
Minnesota
$28K 235
RIL
774
Rothschild Investment LLC
Illinois
$27.2K 225
AWM
775
Abound Wealth Management
Tennessee
$26.9K 223