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iShares Russell Mid-Cap Value ETF

797 hedge funds and large institutions have $10.4B invested in iShares Russell Mid-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 248 increasing their positions, 285 reducing their positions, and 45 closing their positions.

Holders
797
Holders Change
+3
Holders Change %
+0.38%
% of All Funds
12.57%
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
56
Increased
248
Reduced
285
Closed
45
Calls
$3.31M
Puts
$231K
Net Calls
+$3.08M
Net Calls Change
-$2.56M
Name Market Value Shares Shares
Change
Shares
Change %
KWM
276
Kingsview Wealth Management
Oregon
$1.08M 9,867 +1,913 +24%
BI
277
Berkeley Inc
Idaho
$1.08M 9,808 +7 +0.1%
LGG
278
Luts & Greenleigh Group
Maryland
$1.08M 9,802 +715 +8%
C
279
CEDRUS
Colorado
$1.07M 9,748 -142 -1%
WANY
280
Wealthspire Advisors (New York)
New York
$1.05M 9,602 -278 -3%
MCM
281
MV Capital Management
Maryland
$1.05M 9,592 +976 +11%
MWM
282
Meridian Wealth Management
Kentucky
$1.05M 9,563 +3,470 +57%
IWC
283
Integrated Wealth Concepts
Massachusetts
$1.05M 9,562 +184 +2%
EK
284
Evensky & Katz
Florida
$1.05M 9,511 +34 +0.4%
AllianceBernstein
285
AllianceBernstein
Tennessee
$1.04M 9,510 -16,063 -63%
TNB
286
Thomasville National Bank
Georgia
$1.04M 9,443 -7 -0.1%
TCA
287
Transcend Capital Advisors
New Jersey
$1.04M 9,425 +751 +9%
FWP
288
Falcon Wealth Planning
California
$1.03M 9,368 +880 +10%
TP
289
Tranquility Partners
Tennessee
$1.02M 9,303
BPA
290
Beacon Pointe Advisors
California
$1.01M 9,238 -1,158 -11%
Cerity Partners
291
Cerity Partners
New York
$1.01M 9,202 +1,365 +17%
GIA
292
Gladstone Institutional Advisory
Florida
$1.01M 9,189 -60 -0.6%
CB
293
Centennial Bank
Arkansas
$1.01M 9,160 +200 +2%
Kovitz Investment Group Partners
294
Kovitz Investment Group Partners
Illinois
$999K 9,092
SVWAG
295
Sound View Wealth Advisors Group
Georgia
$996K 9,067 -424 -4%
BFS
296
Bradley Foster & Sargent
Connecticut
$988K 8,991
SW
297
SVB Wealth
Massachusetts
$981K 8,932 -1,404 -14%
FNT
298
First National Trust
Pennsylvania
$980K 8,919 +65 +0.7%
VCM
299
Viewpoint Capital Management
Washington
$975K 8,879
WSFS
300
Wilmington Savings Fund Society
Delaware
$974K 8,876 +1,163 +15%