IWS icon

iShares Russell Mid-Cap Value ETF

783 hedge funds and large institutions have $9.58B invested in iShares Russell Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 207 increasing their positions, 298 reducing their positions, and 50 closing their positions.

Holders
783
Holders Change
-14
Holders Change %
-1.76%
% of All Funds
12.49%
Holding in Top 10
25
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.88%
% of All Funds
0.4%
New
48
Increased
207
Reduced
298
Closed
50
Calls
$3.01M
Puts
$1.64M
Net Calls
+$1.37M
Net Calls Change
-$1.71M
Name Market Value Shares Shares
Change
Shares
Change %
SVWAG
326
Sound View Wealth Advisors Group
Georgia
$781K 7,482 -1,585 -17%
FNBT
327
FineMark National Bank & Trust
Florida
$772K 7,399 +156 +2%
Luther King Capital Management (LKCM)
328
Luther King Capital Management (LKCM)
Texas
TI
329
Truepoint Inc
Ohio
$767K 7,352 -93 -1%
CAM
330
Cozad Asset Management
Illinois
$763K 7,315 +18 +0.2%
HWM
331
HB Wealth Management
Georgia
$760K 7,287 +540 +8%
IB
332
Intrust Bank
Kansas
$758K 7,262
PMG
333
Private Management Group
California
$756K 7,248 -683 -9%
AF
334
Advisornet Financial
Minnesota
$756K 7,241 -20,871 -74%
National Bank of Canada
335
National Bank of Canada
Quebec, Canada
$745K 7,250
D
336
Dentgroup
Louisiana
$740K 7,097 -440 -6%
Kayne Anderson Rudnick Investment Management
337
Kayne Anderson Rudnick Investment Management
California
$727K 6,971 -316 -4%
NS
338
NBC Securities
Alabama
$725K 6,951 +6,951 New
B
339
Bailard
California
$721K 6,909
TC
340
TownSquare Capital
Utah
$719K 6,891 +742 +12%
GL
341
Graypoint LLC
New York
$718K 6,884 -381 -5%
R
342
Rebalance
California
$697K 6,677
AL
343
ADE LLC
Maryland
$696K 6,669
CT
344
Colonial Trust
South Carolina
$694K 6,649 -84 -1%
SWPG
345
Strategic Wealth Partners Group
Illinois
$693K 6,608 +2,088 +46%
IWM
346
IHT Wealth Management
Illinois
$689K 6,602 -189 -3%
KP
347
Keel Point
Alabama
$685K 6,568 -143 -2%
Wealthfront Advisers
348
Wealthfront Advisers
California
$685K 6,568 +2,049 +45%
IAIM
349
International Assets Investment Management
Florida
$682K 6,572 -50 -0.8%
FMTC
350
Farmers & Merchants Trust Company
California
$679K 6,504 -75 -1%