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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.

New
Increased
Maintained
Reduced
Closed
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 %
FA
351
Flagstar Advisors
New York
$713K -$416K -3,785 -37%
LW
352
Linscomb Wealth
Texas
$704K -$115K -1,049 -14%
AWMNH
353
Arcadia Wealth Management (New Hampshire)
New Hampshire
$702K -$4.56M -41,552 -87%
RBC
354
Romano Brothers & Co
Illinois
$690K +$110 +1 +0%
PFG
355
Peterson Financial Group
Iowa
$689K -$6.7K -61 -1%
MWP
356
MYCIO Wealth Partners
Pennsylvania
$688K +$2.53K +23 +0.4%
BFA
357
Bragg Financial Advisors
North Carolina
$687K
SSB
358
Sandy Spring Bank
Maryland
$679K
TC
359
TownSquare Capital
Utah
$675K +$87.4K +796 +15%
RWP
360
Revolve Wealth Partners
New Jersey
$674K
AA
361
Auxano Advisors
Washington
$671K
MA
362
Mutual Advisors
Nebraska
$669K +$67.8K +617 +11%
SIA
363
Stegner Investment Associates
Kentucky
$668K
FCH
364
Freestone Capital Holdings
Washington
$663K
CI
365
Cordant Inc
Oregon
$662K
PTC
366
Private Trust Company
Ohio
$658K -$14.3K -130 -2%
AWA
367
Arkadios Wealth Advisors
Georgia
$647K +$44.2K +402 +7%
SWM
368
Spire Wealth Management
Virginia
$646K -$66.2K -603 -9%
MCWS
369
McKinley Carter Wealth Services
West Virginia
$644K -$331K -3,018 -34%
MA
370
Montag & Associates
Georgia
$637K -$14.4K -131 -2%
PIA
371
Perennial Investment Advisors
California
$635K +$6.59K +60 +1%
CAM
372
Cubic Asset Management
Massachusetts
$628K +$8.24K +75 +1%
TB
373
Treynor Bancshares
Iowa
$625K +$110 +1 +0%
BOH
374
Bank of Hawaii
Hawaii
$624K -$373K -3,394 -37%
MLA
375
My Legacy Advisors
Oregon
$619K +$15.8K +139 +3%