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.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
-14
Holders Change %
-1.76%
% of All Funds
12.48%
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 Holding Trade Value Shares
Change
Shares
Change %
BWA
351
Beam Wealth Advisors
Louisiana
$678K -$129K -1,241 -16%
HCMT
352
Highland Capital Management (Tennessee)
Tennessee
$676K -$70.9K -680 -10%
PFG
353
Peterson Financial Group
Iowa
$669K +$14.9K +143 +2%
LW
354
Linscomb Wealth
Texas
$669K
PP
355
Prosperity Planning
Missouri
$667K -$13.5K -129 -2%
FMN
356
Financial Management Network
California
$662K -$32.6K -320 -5%
HCA
357
Harbour Capital Advisors
Virginia
$660K -$21.9K -210 -3%
AA
358
Auxano Advisors
Washington
$660K
MWP
359
MYCIO Wealth Partners
Pennsylvania
$657K +$3.65K +35 +0.6%
RBC
360
Romano Brothers & Co
Illinois
$655K -$209 -2 -0%
SSB
361
Sandy Spring Bank
Maryland
$652K +$6.78K +65 +1%
AWMNH
362
Arcadia Wealth Management (New Hampshire)
New Hampshire
$651K -$16.2K -155 -2%
PTC
363
Private Trust Company
Ohio
$645K +$20.2K +194 +3%
RWP
364
Revolve Wealth Partners
New Jersey
$640K
MA
365
Mutual Advisors
Nebraska
$638K +$2.5K +24 +0.4%
MC
366
Mathes Company
New York
$636K +$157K +1,500 +33%
SIA
367
Stegner Investment Associates
Kentucky
$635K
FCH
368
Freestone Capital Holdings
Washington
$630K
CI
369
Cordant Inc
Oregon
$627K -$1.67K -16 -0.3%
BFA
370
Bragg Financial Advisors
North Carolina
$624K -$28.4K -272 -4%
AWA
371
Arkadios Wealth Advisors
Georgia
$615K +$1.25K +12 +0.2%
MA
372
Montag & Associates
Georgia
$608K
SWM
373
Spire Wealth Management
Virginia
$597K -$16.3K -156 -3%
CAM
374
Cubic Asset Management
Massachusetts
$596K -$1.25K -12 -0.2%
TB
375
Treynor Bancshares
Iowa
$594K