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iShares Russell Mid-Cap Value ETF

937 hedge funds and large institutions have $10.8B invested in iShares Russell Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 302 increasing their positions, 266 reducing their positions, and 31 closing their positions.

Holders
937
Holders Change
+64
Holders Change %
+7.33%
% of All Funds
12.48%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.35%
New
117
Increased
302
Reduced
266
Closed
31
Calls
$2.43M
Puts
$621K
Net Calls
+$1.81M
Net Calls Change
-$2.75M
Name Market Value Shares Shares
Change
Shares
Change %
MLA
876
MB, Levis & Associates
Pennsylvania
$15.4K 119
FDW
877
Fourth Dimension Wealth
Ohio
$15.4K 119 +119 New
CFFP
878
Center for Financial Planning
Michigan
$15K 116
HHGA
879
Halbert Hargrove Global Advisors
California
$14.6K 113 +113 New
CFO
880
CVA Family Office
Colorado
$14.4K 111
MG
881
MilWealth Group
Wisconsin
$14.2K 110
WA
882
WPG Advisers
Maryland
$14.2K 110 +110 New
FRA
883
Front Row Advisors
California
$14.1K 109
EWM
884
Evermay Wealth Management
Virginia
$13.9K 107 -677 -86%
PP
885
Pacifica Partners
Canada
$13.3K 103
PFT
886
Providence First Trust
Arizona
$12.9K 100 +100 New
DP
887
Denver PWM
Colorado
$12.9K 100 +100 New
PP
888
Pingora Partners
Wyoming
$12.8K 99
WIM
889
Westside Investment Management
California
$12.4K 96
APCM
890
Alaska Permanent Capital Management
Alaska
$12.4K 96
AWM
891
Activest Wealth Management
Florida
$12.2K 95
ANBT
892
American National Bank & Trust
Texas
$12.2K 94 -65 -41%
M
893
MOTCO
Texas
$11.3K 87
GA
894
GoalVest Advisory
New York
$10.9K 84
CMBA
895
C.M. Bidwell & Associates
Hawaii
$10.6K 82 +82 New
HWA
896
HHM Wealth Advisors
Tennessee
$10.1K 78
VWWMG
897
Vermillion & White Wealth Management Group
Pennsylvania
$9.96K 77
HCP
898
Hexagon Capital Partners
Arkansas
$9.83K 76
BL
899
BFSG LLC
California
$9.7K 75 -5 -6%
PCWA
900
Pacific Capital Wealth Advisors
California
$9.7K 75