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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 %
CT
351
Colonial Trust
South Carolina
$715K +$3.93K +37 +0.6%
SIC
352
Sigma Investment Counselors
Michigan
$712K +$500K +4,710 +236%
HCA
353
Harbour Capital Advisors
Virginia
$710K
R
354
Rebalance
California
$709K +$3.29K +31 +0.5%
PP
355
Prosperity Planning
Missouri
$707K -$5.2K -49 -0.7%
HWM
356
HB Wealth Management
Georgia
$705K -$110K -1,034 -13%
SAM
357
Silvercrest Asset Management
New York
$701K -$46K -433 -6%
FMTC
358
Farmers & Merchants Trust Company
California
$699K
SWM
359
Spire Wealth Management
Virginia
$688K +$76K +716 +12%
IPW
360
Intergy Private Wealth
Colorado
$680K +$96.3K +907 +17%
PFG
361
Peterson Financial Group
Iowa
$672K -$102K -958 -13%
AA
362
Auxano Advisors
Washington
$671K
BCM
363
Brookstone Capital Management
Illinois
$670K -$193K -1,809 -22%
RBC
364
Romano Brothers & Co
Illinois
$667K -$6.59K -62 -1%
BFA
365
Bragg Financial Advisors
North Carolina
$664K -$10.1K -95 -1%
MWP
366
MYCIO Wealth Partners
Pennsylvania
$663K +$3.08K +29 +0.5%
SSB
367
Sandy Spring Bank
Maryland
$657K -$14.3K -135 -2%
RWP
368
Revolve Wealth Partners
New Jersey
$652K -$33.1K -312 -5%
PTC
369
Private Trust Company
Ohio
$650K -$28.8K -271 -4%
MWM
370
Meridian Wealth Management
Kentucky
$647K +$37.8K +356 +6%
SIA
371
Stegner Investment Associates
Kentucky
$647K
AWG
372
Altus Wealth Group
Colorado
$646K +$8.92K +84 +1%
FCH
373
Freestone Capital Holdings
Washington
$641K -$82.3K -775 -11%
CI
374
Cordant Inc
Oregon
$640K -$9.45K -89 -1%
MA
375
Montag & Associates
Georgia
$629K +$459K +4,320 +269%