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iShares Russell Mid-Cap Value ETF

830 hedge funds and large institutions have $10.6B invested in iShares Russell Mid-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 260 increasing their positions, 258 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
+89
Holders Change %
+12.01%
% of All Funds
13.39%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.58%
New
134
Increased
260
Reduced
258
Closed
32
Calls
$5.47M
Puts
$42K
Net Calls
+$5.43M
Net Calls Change
+$4.62M
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
351
Bessemer Group
New Jersey
$814K +$657K +6,235 +419%
CB
352
Centennial Bank
Arkansas
$812K +$812K +7,710 New
HWM
353
HB Wealth Management
Georgia
$808K -$19.8K -188 -2%
FNBT
354
FineMark National Bank & Trust
Florida
$807K -$200K -1,896 -20%
LW
355
Linscomb Wealth
Texas
$805K -$41.9K -398 -5%
GT
356
Glenview Trust
Kentucky
$795K +$27.6K +262 +4%
CB
357
Cadence Bank
Mississippi
$795K
BB
358
Busey Bank
Illinois
$795K
DI
359
DAGCO Inc
Ohio
$793K -$74.5K -707 -9%
CCG
360
Cypress Capital Group
Florida
$786K +$395K +3,747 +101%
Luther King Capital Management (LKCM)
361
Luther King Capital Management (LKCM)
Texas
$776K -$707K
RCAG
362
Rehmann Capital Advisory Group
Michigan
$774K +$516K +4,897 +200%
TI
363
Truepoint Inc
Ohio
$773K +$218K +2,072 +39%
CAL
364
Capital Analysts LLC
Pennsylvania
$770K +$133K +1,265 +21%
PFG
365
Peterson Financial Group
Iowa
$768K -$141K -1,340 -16%
GL
366
Graypoint LLC
New York
$765K
CIC
367
Carnegie Investment Counsel
Ohio
$759K -$21.7K -206 -3%
MA
368
MCF Advisors
Kentucky
$758K +$527 +5 +0.1%
FFG
369
Ford Financial Group
California
$742K -$21.4K -203 -3%
SAM
370
Silvercrest Asset Management
New York
$741K +$90.7K +861 +14%
BFC
371
Bedel Financial Consulting
Indiana
$732K +$38.4K +365 +6%
B
372
Bailard
California
$728K -$10.5K -100 -1%
RT
373
Rockland Trust
Massachusetts
$727K +$155K +1,470 +27%
FCH
374
Freestone Capital Holdings
Washington
$718K
HCMT
375
Highland Capital Management (Tennessee)
Tennessee
$715K