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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 %
WAG
776
Windsor Advisory Group
Ohio
$35.7K 270
FGC
777
Financial Gravity Companies
Texas
$35.2K 266 +266 New
TIM
778
Tortoise Investment Management
New York
$34.8K 263
IRC
779
Investors Research Corp
Georgia
$34.3K 259
CAL
780
Capital Advisors Ltd
Ohio
$34K 260
LIS
781
Legacy Investment Solutions
Idaho
$33.9K 249 +249 New
LWMI
782
Legacy Wealth Management (Idaho)
Idaho
$33.9K 249 +249 New
RFA
783
Register Financial Advisors
Georgia
$33.6K 254
GWANC
784
Guardian Wealth Advisors (North Carolina)
North Carolina
$33.1K 250
LWANC
785
Laurel Wealth Advisors (North Carolina)
North Carolina
$32.8K 248
Deutsche Bank
786
Deutsche Bank
Germany
$32.8K 248
CWM
787
CarsonAllaria Wealth Management
Illinois
$32.7K 247
PP
788
PrairieView Partners
Minnesota
$32K 243 +8 +3%
CSB
789
City State Bank
Iowa
$31.7K 240
GWP
790
Gen-Wealth Partners
Michigan
$30.7K 232 +122 +111%
RIL
791
Rothschild Investment LLC
Illinois
$29.8K 225
AWM
792
Abound Wealth Management
Tennessee
$29.5K 223
PCMC
793
Private Capital Management (Colorado)
Colorado
$29.2K 221 +221 New
ACA
794
American Capital Advisory
Idaho
$29.1K 220 +110 +100%
BONH
795
Bank of New Hampshire
New Hampshire
$28.3K 214
AWA
796
Authentikos Wealth Advisory
California
$27.4K 207 +207 New
RDIA
797
RE Dickinson Investment Advisors
Iowa
$26.8K 203
BWL
798
Bogart Wealth LLC
Virginia
$26.8K 203 +66 +48%
BAM
799
Bellevue Asset Management
Washington
$26.5K 200
MFC
800
Mechanics Financial Corp
Ohio
$26.1K 197