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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 %
BAAM
876
Baker Avenue Asset Management
California
-616 Closed
FAM
877
Flaharty Asset Management
Florida
-556 Closed
SCA
878
Stonebridge Capital Advisors
Minnesota
-375 Closed
HR
879
Howe & Rusling
New York
-363 Closed
PAG
880
Paladin Advisory Group
Iowa
-304 Closed
NC
881
NewSquare Capital
Pennsylvania
-265 Closed
AWA
882
Authentikos Wealth Advisory
California
-210 Closed
EW
883
Element Wealth
Mississippi
-200 Closed
NIC
884
Northwest Investment Counselors
Oregon
-182 Closed
WAM
885
WFA Asset Management
Wisconsin
-170 Closed
MAWA
886
Moss Adams Wealth Advisors
Washington
-151 Closed
RW
887
RVW Wealth
California
-141 Closed
EC
888
Elequin Capital
New York
-128 Closed
FMTCOCP
889
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-100 Closed
DFA
890
DHJJ Financial Advisors
Illinois
-100 Closed
Qube Research & Technologies (QRT)
891
Qube Research & Technologies (QRT)
United Kingdom
-76 Closed
TCM
892
Tradewinds Capital Management
Washington
-38 Closed
TLCM
893
Twin Lakes Capital Management
California
-28 Closed
AC
894
AlphaCore Capital
California
-20 Closed
RWM
895
Ruedi Wealth Management
Illinois
-18 Closed
Legacy Financial Group (Iowa)
896
Legacy Financial Group (Iowa)
Iowa
-17 Closed
FAM
897
Family Asset Management
South Carolina
-2 Closed
CG
898
Cutler Group
California
Wolverine Trading
899
Wolverine Trading
Illinois