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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 %
CGA
376
Crescent Grove Advisors
Illinois
$626K -$4.46K -42 -0.7%
Wealthfront Advisers
377
Wealthfront Advisers
California
$615K +$243K +2,291 +65%
PIA
378
Perennial Investment Advisors
California
$608K +$608K +5,722 New
TB
379
Treynor Bancshares
Iowa
$604K -$2.87K -27 -0.5%
CAM
380
Cubic Asset Management
Massachusetts
$600K
RIM
381
Rockbridge Investment Management
New York
$596K
IAIM
382
International Assets Investment Management
Florida
$593K -$362K -3,410 -38%
DI
383
DAGCO Inc
Ohio
$592K -$207K -1,951 -26%
RT
384
Rockland Trust
Massachusetts
$588K -$145K -1,364 -20%
MW
385
Marcum Wealth
Ohio
$584K -$35.4K -333 -6%
AWA
386
Arkadios Wealth Advisors
Georgia
$582K -$3.82K -36 -0.7%
MA
387
Mutual Advisors
Nebraska
$582K -$6.05K -57 -1%
AF
388
Allworth Financial
California
$576K +$107K +1,011 +23%
RMDI
389
R.M. Davis Inc
Maine
$571K
TC
390
TownSquare Capital
Utah
$568K
VA
391
Valmark Advisers
Ohio
$566K +$33.1K +312 +6%
EFS
392
Essex Financial Services
Connecticut
$564K +$40.2K +379 +8%
MFWP
393
Mosaic Family Wealth Partners
Missouri
$564K +$637 +6 +0.1%
MLA
394
My Legacy Advisors
Oregon
$561K -$2.85K -27 -0.5%
GPA
395
Guidance Point Advisors
Massachusetts
$559K +$2.76K +26 +0.5%
LBC
396
Lowe Brockenbrough & Co
Virginia
$557K
IC
397
IEQ Capital
California
$556K +$106 +1 +0%
Neuberger Berman Group
398
Neuberger Berman Group
New York
$554K +$11.5K +108 +2%
BSW
399
Buckingham Strategic Wealth
Missouri
$552K
SF
400
Summit Financial
New Jersey
$552K +$16.5K +155 +3%