IWS icon

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 %
DIP
801
DT Investment Partners
Pennsylvania
$13.8K 114
WIA
802
Wetzel Investment Advisors
Indiana
$13.7K 109
NRG
803
Nemes Rush Group
Michigan
$13.6K 113 -77 -41%
CFO
804
CVA Family Office
Colorado
$13.4K 111 -300 -73%
MG
805
MilWealth Group
Wisconsin
$13.3K 110
GWP
806
Gen-Wealth Partners
Michigan
$13.3K 110
FRA
807
Front Row Advisors
California
$13.2K 109
ACA
808
American Capital Advisory
Idaho
$12.8K 110
PP
809
Pingora Partners
Wyoming
$12K 99 -143 -59%
IFAM
810
Institutional & Family Asset Management
Colorado
$11.6K 96
WIM
811
Westside Investment Management
California
$11.6K 96 +96 New
APCM
812
Alaska Permanent Capital Management
Alaska
$11.6K 96
AWM
813
Activest Wealth Management
Florida
$11.4K 95
BL
814
BFSG LLC
California
$10.1K 84
GA
815
GoalVest Advisory
New York
$10.1K 84
HWA
816
HHM Wealth Advisors
Tennessee
$9.42K 78 +78 New
VWWMG
817
Vermillion & White Wealth Management Group
Pennsylvania
$9.3K 77
HCP
818
Hexagon Capital Partners
Arkansas
$9.18K 76
SC
819
Stephens Consulting
Michigan
$9.06K 75
PCWA
820
Pacific Capital Wealth Advisors
California
$9.06K 75
FP
821
Financial Perspectives
Minnesota
$8.94K 74
CSC
822
Caldwell Sutter Capital
California
$7.85K 65
MFT
823
Moisand Fitzgerald Tamayo
Florida
$7.61K 63
TVWM
824
Tower View Wealth Management
Wisconsin
$7.17K 59
DFC
825
DB Fitzpatrick & Co
Idaho
$6.64K 55