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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 Holding Trade Value Shares
Change
Shares
Change %
GT
326
Glenview Trust
Kentucky
$827K -$199K -1,811 -19%
TI
327
Truepoint Inc
Ohio
$818K +$12.4K +113 +2%
CIC
328
Carnegie Investment Counsel
Ohio
$810K +$6.92K +63 +0.9%
IA
329
IFP Advisors
Florida
$810K +$5.71K +52 +0.7%
Luther King Capital Management (LKCM)
330
Luther King Capital Management (LKCM)
Texas
$809K -$804K
CAM
331
Cozad Asset Management
Illinois
$801K +$110 +1 +0%
Kayne Anderson Rudnick Investment Management
332
Kayne Anderson Rudnick Investment Management
California
$801K -$335K -3,052 -30%
GL
333
Graypoint LLC
New York
$798K
IB
334
Intrust Bank
Kansas
$798K -$17.2K -157 -2%
National Bank of Canada
335
National Bank of Canada
Quebec, Canada
$796K -$54.9K -500 -6%
FNBT
336
FineMark National Bank & Trust
Florida
$796K -$41.8K -381 -5%
MA
337
MCF Advisors
Kentucky
$791K +$110 +1 +0%
HCMT
338
Highland Capital Management (Tennessee)
Tennessee
$786K +$330 +3 +0%
B
339
Bailard
California
$759K
FMN
340
Financial Management Network
California
$752K -$19.8K -179 -3%
IWM
341
IHT Wealth Management
Illinois
$746K +$209K +1,900 +39%
HWM
342
HB Wealth Management
Georgia
$741K +$11.6K +106 +2%
CT
343
Colonial Trust
South Carolina
$740K
KP
344
Keel Point
Alabama
$737K +$737K +6,711 New
R
345
Rebalance
California
$733K
AL
346
ADE LLC
Maryland
$732K -$13.4K -122 -2%
IAIM
347
International Assets Investment Management
Florida
$727K +$114K +1,034 +19%
FMTC
348
Farmers & Merchants Trust Company
California
$723K
HCA
349
Harbour Capital Advisors
Virginia
$722K -$16.6K -150 -2%
PP
350
Prosperity Planning
Missouri
$716K -$14.4K -131 -2%