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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 %
MML Investors Services
101
MML Investors Services
Massachusetts
$8.35M 71,829 +6,199 +9%
MCM
102
MAI Capital Management
Ohio
$8.23M 70,809 +2,771 +4%
TFCP
103
Twin Focus Capital Partners
Massachusetts
$8.18M 70,306 -52,804 -43%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$8.17M 70,270 -978 -1%
Principal Financial Group
105
Principal Financial Group
Iowa
$7.93M 68,200 -9,200 -12%
SC
106
Savant Capital
Illinois
$7.86M 67,630 -1,750 -3%
FPIS
107
Financial Planning & Information Services
Wisconsin
$7.84M 67,458 -4,279 -6%
SF
108
Synovus Financial
Georgia
$7.73M 66,455 -278,246 -81%
WFA
109
WestHill Financial Advisors
California
$7.71M 66,259 +1,081 +2%
FC
110
Forte Capital
New York
$7.46M 64,149 -82,208 -56%
WSTAM
111
Wilbanks Smith & Thomas Asset Management
Virginia
$7.21M 62,005 -3,490 -5%
MBI
112
May Barnhard Investments
Maryland
$7.01M 60,254 +60,254 New
KCM
113
Kennedy Capital Management
Missouri
$6.92M 59,472 +36,838 +163%
IWA
114
Inspirion Wealth Advisors
Illinois
$6.83M 58,848 +31 +0.1%
PAG
115
Private Advisor Group
New Jersey
$6.78M 58,271 -5,985 -9%
SS
116
Simplicity Solutions
Minnesota
$6.76M 58,148 +6,748 +13%
SW
117
Simplicity Wealth
New Jersey
$6.74M 57,921 -2,657 -4%
NW
118
NewEdge Wealth
Pennsylvania
$6.73M 57,900 +672 +1%
FFN
119
Focus Financial Network
Minnesota
$6.52M 56,076 +23,894 +74%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$6.52M 56,056 +56,056 New
ML
121
McAdam LLC
Pennsylvania
$6.42M 55,244 +2,100 +4%
CI
122
Conning Inc
Connecticut
$6.22M 53,486 +7,756 +17%
NA
123
NewEdge Advisors
Louisiana
$6.2M 54,003 -75,659 -58%
ECM
124
Evergreen Capital Management
Washington
$6.13M 52,746 +10,896 +26%
CG
125
Corundum Group
Colorado
$6.04M 51,899