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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 %
RG
801
Retirement Group
California
$15.8K
HWP
802
Highline Wealth Partners
California
$15.7K
MAWCM
803
Mine & Arao Wealth Creation & Management
California
$15.7K
PWMG
804
Private Wealth Management Group
New Jersey
$15.3K
MPCG
805
Matrix Private Capital Group
New York
$15K
MLA
806
MB, Levis & Associates
Pennsylvania
$14.9K
DIP
807
DT Investment Partners
Pennsylvania
$14.3K
MG
808
MilWealth Group
Wisconsin
$13.8K
GWP
809
Gen-Wealth Partners
Michigan
$13.8K +$13.8K +110 New
FRA
810
Front Row Advisors
California
$13.7K
WIA
811
Wetzel Investment Advisors
Indiana
$12.8K
GWM
812
Grand Wealth Management
Michigan
$12.2K
APCM
813
Alaska Permanent Capital Management
Alaska
$12K
IFAM
814
Institutional & Family Asset Management
Colorado
$12K
AWM
815
Activest Wealth Management
Florida
$11.9K
ACA
816
American Capital Advisory
Idaho
$11.7K
TAM
817
Tucker Asset Management
Colorado
$11.5K
BL
818
BFSG LLC
California
$10.5K
GA
819
GoalVest Advisory
New York
$10.5K +$10.5K +84 New
VWWMG
820
Vermillion & White Wealth Management Group
Pennsylvania
$9.65K +$9.65K +77 New
HCP
821
Hexagon Capital Partners
Arkansas
$9.53K
SIC
822
Salem Investment Counselors
North Carolina
$9.4K
PCWA
823
Pacific Capital Wealth Advisors
California
$9.4K
SC
824
Stephens Consulting
Michigan
$9.4K
FP
825
Financial Perspectives
Minnesota
$9.27K