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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 %
CFFP
801
Center for Financial Planning
Michigan
$13.5K 116
BCMLT
802
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.5K 129
NRG
803
Nemes Rush Group
Michigan
$13.3K 115
DIP
804
DT Investment Partners
Pennsylvania
$13.2K 114 +114 New
PWA
805
Provenance Wealth Advisors
Florida
$13K 112 +112 New
WIA
806
Wetzel Investment Advisors
Indiana
$13K 109 +109 New
MG
807
MilWealth Group
Wisconsin
$12.8K 110
ACA
808
American Capital Advisory
Idaho
$12.8K 110 +110 New
FRA
809
Front Row Advisors
California
$12.7K 109
GWM
810
Grand Wealth Management
Michigan
$11.3K 97
APCM
811
Alaska Permanent Capital Management
Alaska
$11.2K 96 -5,161 -98%
IFAM
812
Institutional & Family Asset Management
Colorado
$11.2K 96
AWM
813
Activest Wealth Management
Florida
$11K 95 +1 +1%
TAM
814
Tucker Asset Management
Colorado
$10.7K 92 +75 +441%
BL
815
BFSG LLC
California
$9.77K 84 +84 New
HCP
816
Hexagon Capital Partners
Arkansas
$8.84K 76
SC
817
Stephens Consulting
Michigan
$8.72K 75
SIC
818
Salem Investment Counselors
North Carolina
$8.72K 75
PCWA
819
Pacific Capital Wealth Advisors
California
$8.72K 75 +75 New
FP
820
Financial Perspectives
Minnesota
$8.61K 74
BWL
821
Bogart Wealth LLC
Virginia
$8.26K 71
CSC
822
Caldwell Sutter Capital
California
$7.56K 65
MFT
823
Moisand Fitzgerald Tamayo
Florida
$7.44K 64 -47 -42%
BWM
824
BKM Wealth Management
Wisconsin
$7.09K 61 +61 New
TVWM
825
Tower View Wealth Management
Wisconsin
$7K 59 +1 +2%