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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
12.47%
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 %
DFC
826
DB Fitzpatrick & Co
Idaho
$6.4K 55 -12 -18%
EWM
827
Evermay Wealth Management
Virginia
$6.28K 54
MWM
828
Mascoma Wealth Management
New Hampshire
$5.82K 50
CWC
829
Carolinas Wealth Consulting
North Carolina
$5.35K 46 -1,002 -96%
APC
830
Aspire Private Capital
North Carolina
$5.26K 45 +45 New
MFC
831
Morris Financial Concepts
South Carolina
$5.22K 45
PIS
832
POM Investment Strategies
North Carolina
$4.42K 38 +38 New
SL
833
Salomon & Ludwin
Virginia
$4.17K 40
NFSG
834
Newbridge Financial Services Group
Florida
$3.89K 33
CA
835
Clearstead Advisors
Ohio
$3.84K 33 -33 -50%
GWSG
836
GPS Wealth Strategies Group
Colorado
$3.72K 32 -3 -9%
JWM
837
Janiczek Wealth Management
Colorado
$3.61K 31
NMG
838
New Millennium Group
Utah
$3.55K 31 -9 -23%
VNA
839
Valley National Advisers
Pennsylvania
$3K 30
DF
840
Dunhill Financial
United Kingdom
$2.59K 22 +22 New
OFG
841
Oxford Financial Group
Indiana
$2.33K 20
PP
842
PFS Partners
New Jersey
$2.21K 19
SA
843
Scarborough Advisors
Maryland
$1.98K 17 +17 New
LC
844
Lindbrook Capital
California
$1.63K 14
PGAM
845
Princeton Global Asset Management
New Jersey
$1.51K 13
CT
846
Clearstead Trust
Maine
$1.05K 9
TFA
847
Transamerica Financial Advisors
Florida
$1K 1
CP
848
Castleview Partners
Texas
$930 8 +8 New
FSWA
849
Financial Synergies Wealth Advisors
Texas
$759 7
BIA
850
Bell Investment Advisors
California
$698 6