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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
12.46%
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 %
KFP
201
KMG Fiduciary Partners
Ohio
$2.33M 20,026 -1,217 -6%
WTC
202
WhitTier Trust Company
Nevada
$2.32M 19,979 -2,163 -10%
PWP
203
Perfromance Wealth Partners
Illinois
$2.31M 19,866 -2,596 -12%
WIC
204
Whitegate Investment Counselors
New Hampshire
$2.3M 19,817
SFB
205
STAR Financial Bank
Indiana
$2.22M 19,059 +723 +4%
WT
206
Whittier Trust
California
$2.2M 18,917
Vanguard Group
207
Vanguard Group
Pennsylvania
$2.2M 18,893 +489 +3%
JFG
208
Jefferies Financial Group
New York
$2.18M 18,751 +18,751 New
GIM
209
Goelzer Investment Management
Indiana
$2.16M 18,583 -50 -0.3%
CAM
210
Cresset Asset Management
Illinois
$2.14M 18,394 +4,257 +30%
CFGS
211
Concourse Financial Group Securities
Alabama
$2.06M 17,736 +1,112 +7%
TCM
212
Telos Capital Management
California
$2.06M 17,689 -422 -2%
FCP
213
Fidelis Capital Partners
Florida
$2.04M 17,579 +13,628 +345%
Natixis Advisors
214
Natixis Advisors
Massachusetts
$2.04M 17,558 -11,188 -39%
ATPW
215
Ashton Thomas Private Wealth
Arizona
$2.04M 17,528 +72 +0.4%
FCI
216
Financial Counselors Inc
Kansas
$2.01M 17,306 -202 -1%
BB
217
Berkshire Bank
Massachusetts
$1.97M 16,935 -937 -5%
AFS
218
Annapolis Financial Services
Maryland
$1.94M 16,721
I2I
219
Insight 2811 Inc
Illinois
$1.94M 16,688 -4,702 -22%
GWM
220
Geneos Wealth Management
Colorado
$1.93M 16,626 -175 -1%
HNB
221
Huntington National Bank
Ohio
Financial Engines Advisors
222
Financial Engines Advisors
California
$1.91M 16,382 -461 -3%
GT
223
Glenview Trust
Kentucky
$1.9M 16,373 +8,630 +111%
ONB
224
Old National Bancorp
Indiana
$1.89M 16,240 -909 -5%
LNC
225
Lincoln National Corp
Pennsylvania
$1.86M 15,977 -1,680 -10%