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iShares Russell Mid-Cap Value ETF

794 hedge funds and large institutions have $9.82B invested in iShares Russell Mid-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 232 increasing their positions, 297 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
-36
Holders Change %
-4.34%
% of All Funds
12.71%
Holding in Top 10
32
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.11%
% of All Funds
0.51%
New
53
Increased
232
Reduced
297
Closed
72
Calls
$5.65M
Puts
$11K
Net Calls
+$5.64M
Net Calls Change
+$213K
Name Holding Trade Value Shares
Change
Shares
Change %
RIS
326
Retirement Income Solutions
Michigan
$827K +$3.51K +33 +0.4%
National Bank of Canada
327
National Bank of Canada
Quebec, Canada
$823K -$1.78M -16,800 -68%
WSFS
328
Wilmington Savings Fund Society
Delaware
$820K +$154K +1,450 +23%
FNBT
329
FineMark National Bank & Trust
Florida
$810K -$3.93K -37 -0.5%
RSWM
330
Robertson Stephens Wealth Management
California
$806K -$106K -1,000 -12%
Luther King Capital Management (LKCM)
331
Luther King Capital Management (LKCM)
Texas
$804K -$776K
CFB
332
Cullen/Frost Bankers
Texas
$801K -$323K -3,042 -29%
CB
333
Cadence Bank
Mississippi
$801K
D
334
Dentgroup
Louisiana
$801K -$23.2K -218 -3%
BB
335
Busey Bank
Illinois
$801K -$425 -4 -0.1%
LW
336
Linscomb Wealth
Texas
$792K -$19.3K -182 -2%
IB
337
Intrust Bank
Kansas
$788K -$77.3K -728 -9%
TI
338
Truepoint Inc
Ohio
$779K -$1.06K -10 -0.1%
CIC
339
Carnegie Investment Counsel
Ohio
$776K +$10.8K +102 +1%
CAM
340
Cozad Asset Management
Illinois
$775K -$214K -2,018 -22%
GL
341
Graypoint LLC
New York
$772K
PP
342
Pegasus Partners
Wisconsin
$770K -$2.76M -26,012 -78%
CAL
343
Capital Analysts LLC
Pennsylvania
$769K -$7.22K -68 -0.9%
MA
344
MCF Advisors
Kentucky
$765K +$212 +2 +0%
HCMT
345
Highland Capital Management (Tennessee)
Tennessee
$760K +$39.2K +369 +5%
CFG
346
Cooper Financial Group
California
$751K +$137K +1,292 +22%
B
347
Bailard
California
$734K
FMN
348
Financial Management Network
California
$732K -$108K -1,028 -13%
CWM
349
Cornerstone Wealth Management
Missouri
$729K +$729K +6,863 New
AL
350
ADE LLC
Maryland
$721K +$425 +4 +0.1%