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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 %
AL
376
ADE LLC
Maryland
$715K +$715K +6,787 New
CT
377
Colonial Trust
South Carolina
$705K
HCA
378
Harbour Capital Advisors
Virginia
$702K
PP
379
Prosperity Planning
Missouri
$701K
R
380
Rebalance
California
$700K +$700K +6,646 New
FMTC
381
Farmers & Merchants Trust Company
California
$693K
RWP
382
Revolve Wealth Partners
New Jersey
$679K -$38.7K -367 -5%
PTC
383
Private Trust Company
Ohio
$673K -$7.58K -72 -1%
BFA
384
Bragg Financial Advisors
North Carolina
$669K +$39K +370 +6%
RBC
385
Romano Brothers & Co
Illinois
$668K -$9.38K -89 -1%
AA
386
Auxano Advisors
Washington
$666K
SSB
387
Sandy Spring Bank
Maryland
$666K -$12.4K -118 -2%
CG
388
Colony Group
Massachusetts
$664K -$2.04M -19,344 -75%
WSFS
389
Wilmington Savings Fund Society
Delaware
$660K
BWP
390
Balboa Wealth Partners
Arizona
$659K +$659K +6,259 New
MWP
391
MYCIO Wealth Partners
Pennsylvania
$654K +$7.59K +72 +1%
KAM
392
Knightsbridge Asset Management
California
$649K +$649K +6,164 New
CI
393
Cordant Inc
Oregon
$644K -$61.1K -580 -9%
MC
394
Mathes Company
New York
$642K -$21.1K -200 -3%
SIA
395
Stegner Investment Associates
Kentucky
$641K -$222K -2,111 -26%
CFO
396
Callan Family Office
Pennsylvania
$641K +$641K +6,082 New
AWG
397
Altus Wealth Group
Colorado
$632K +$632K +6,000 New
BAM
398
Belpointe Asset Management
Nevada
$629K +$93.5K +888 +17%
CGA
399
Crescent Grove Advisors
Illinois
$626K -$90.7K -861 -13%
AWM
400
Apollon Wealth Management
South Carolina
$625K +$311K +2,957 +99%