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iShares Russell Mid-Cap Value ETF

741 hedge funds and large institutions have $9.69B invested in iShares Russell Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 219 increasing their positions, 272 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
-15
Holders Change %
-1.98%
% of All Funds
12.81%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.59%
New
53
Increased
219
Reduced
272
Closed
58
Calls
$1.2M
Puts
$394K
Net Calls
+$809K
Net Calls Change
-$523K
Name Holding Trade Value Shares
Change
Shares
Change %
Kayne Anderson Rudnick Investment Management
301
Kayne Anderson Rudnick Investment Management
California
$850K -$480 -5 -0.1%
PC
302
Port Capital
Illinois
$848K +$4.04K +42 +0.5%
AllianceBernstein
303
AllianceBernstein
Tennessee
$843K +$109K +1,131 +15%
CCB
304
Country Club Bank
Missouri
$842K +$24.9K +258 +3%
Bank of Nova Scotia
305
Bank of Nova Scotia
Ontario, Canada
$836K -$16.8M -174,400 -95%
TCA
306
Transcend Capital Advisors
New Jersey
$835K -$25.2K -262 -3%
MCM
307
MV Capital Management
Maryland
$834K +$17.7K +184 +2%
BPA
308
Beacon Pointe Advisors
California
$833K -$186K -1,946 -18%
BFS
309
Bradley Foster & Sargent
Connecticut
$832K -$23.6K -246 -3%
C
310
CEDRUS
Colorado
$832K
BCM
311
Brookstone Capital Management
Illinois
$830K +$7.45K +77 +0.9%
PFG
312
Peterson Financial Group
Iowa
$829K -$30.4K -317 -4%
IB
313
Intrust Bank
Kansas
$815K -$1.54K -16 -0.2%
SIA
314
Stegner Investment Associates
Kentucky
$811K +$4.75K +48 +0.6%
WB
315
WesBanco Bank
West Virginia
$791K -$750K -7,812 -49%
DI
316
DAGCO Inc
Ohio
$791K -$49.4K -514 -6%
WI
317
Wedgewood Investors
Pennsylvania
$790K
FWP
318
Falcon Wealth Planning
California
$788K -$433K -4,503 -35%
PFT
319
Providence First Trust
Arizona
$788K
KWM
320
Kingsview Wealth Management
Oregon
$787K -$8.93K -93 -1%
LW
321
Linscomb Wealth
Texas
$772K +$22K +229 +3%
PMG
322
Private Management Group
California
$762K
HWM
323
HB Wealth Management
Georgia
$755K -$45.6K -475 -6%
IWC
324
Integrated Wealth Concepts
Massachusetts
$755K -$3.75K -39 -0.5%
RIS
325
Retirement Income Solutions
Michigan
$750K