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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 %
IIL
751
Insight Inv LLC
California
$65.9K 498
NSIM
752
North Star Investment Management
Illinois
$65.3K 494 -251 -34%
VF
753
VitalStone Financial
Texas
$62.8K 475
BSB
754
Bangor Savings Bank
Maine
$62.8K 475
OA
755
Operose Advisors
Wisconsin
$61.5K 465 +456 +5,067%
CTA
756
Colonial Trust Advisors
South Carolina
$59.5K 450
MA
757
Montag & Associates
Georgia
$58.2K 440 -4,320 -91%
Russell Investments Group
758
Russell Investments Group
United Kingdom
$56.5K 427 +391 +1,086%
PS
759
Planned Solutions
California
$55.5K 420 +420 New
PWMG
760
Private Wealth Management Group
New Jersey
$54.9K 415 -197 -32%
CAM
761
Creekmur Asset Management
Illinois
$52.7K 399 -207 -34%
BFO
762
Biltmore Family Office
North Carolina
$52.4K 396
CSWM
763
Cassady Schiller Wealth Management
Ohio
$51.7K 391
OLVIG
764
Oliver Lagore Vanvalin Investment Group
Michigan
$51.2K 387 -264 -41%
AA
765
AlphaMark Advisors
Kentucky
$50K 375
HPC
766
HM Payson & Co
Maine
$49.6K 375
UCB
767
United Community Bank
South Carolina
$47.9K 362
ITIM
768
Indiana Trust & Investment Management
Indiana
$46.3K 350
DWM
769
Darwin Wealth Management
Florida
$44.3K 335 +335 New
SMA
770
Sage Mountain Advisors
Georgia
$41.7K 315 -21 -6%
GWSG
771
GPS Wealth Strategies Group
Colorado
$40.9K 310 +8 +3%
POIA
772
Pin Oak Investment Advisors
Texas
$38K 293
KB
773
Kimelman & Baird
New York
$37.6K 284
HWM
774
Horizons Wealth Management
North Carolina
$37K 280
LFG
775
Larson Financial Group
Missouri
$35.8K 271 +1 +0.4%