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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 %
BFG
126
Bleakley Financial Group
New Jersey
$5.93M 50,953 -447 -0.9%
OAM
127
Oppenheimer Asset Management
New York
$5.91M 50,835 +50,835 New
PFP
128
Pinnacle Financial Partners
Tennessee
$5.89M 50,666 +2,293 +5%
JJBC
129
James J. Burns & Company
New York
$5.74M 49,362 +795 +2%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$5.67M 48,715 +12,151 +33%
CA
131
Cetera Advisors
Colorado
$5.66M 48,656 +3,148 +7%
PIA
132
Powell Investment Advisors
Florida
$5.55M 47,735 +1,809 +4%
Citadel Advisors
133
Citadel Advisors
Florida
$5.48M 47,125 +41,865 +796%
GAB
134
German American Bancorp
Indiana
$5.47M 47,039 +359 +0.8%
EARNEST Partners
135
EARNEST Partners
Georgia
$5.4M 46,434 +21,181 +84%
FMII
136
Farmers & Merchants Investments Inc
Nebraska
$5.17M 44,498
Charles Schwab
137
Charles Schwab
California
$5.05M 43,467 -15,413 -26%
CIS
138
Custom Index Systems
New York
$5.01M 43,079 +43,079 New
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$4.93M 42,363 -12,257 -22%
GT
140
Glenmede Trust
Pennsylvania
$4.84M 41,592 +1,610 +4%
Cetera Investment Advisers
141
Cetera Investment Advisers
Illinois
$4.6M 39,521 +2,017 +5%
CB
142
Community Bank
New York
$4.5M 38,660 -68 -0.2%
WTB
143
Washington Trust Bank
Washington
$4.49M 38,604 +31,117 +416%
Allspring Global Investments
144
Allspring Global Investments
North Carolina
$4.45M 38,225 +18,554 +94%
PWCM
145
Processus Wealth & Capital Management
Tennessee
$4.42M 38,048 +38,048 New
ANB
146
Amarillo National Bank
Texas
$4.4M 37,853
AWS
147
Atria Wealth Solutions
New York
$4.33M 37,261 -2,239 -6%
Lido Advisors
148
Lido Advisors
California
$4.28M 36,845 +7,860 +27%
MG
149
Mather Group
Illinois
$4.28M 36,784 +300 +0.8%
VW
150
Vance Wealth
California
$4.22M 36,315 +5,217 +17%