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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 %
RIM
376
Rockbridge Investment Management
New York
$616K
IPW
377
Intergy Private Wealth
Colorado
$614K -$88.4K -805 -13%
CGA
378
Crescent Grove Advisors
Illinois
$613K -$34.4K -313 -5%
MW
379
Marcum Wealth
Ohio
$607K +$3.3K +30 +0.5%
TGAM
380
TBH Global Asset Management
Tennessee
$606K +$66.2K +603 +12%
BCM
381
Brookstone Capital Management
Illinois
$595K -$93.8K -856 -14%
RT
382
Rockland Trust
Massachusetts
$590K -$18.6K -169 -3%
RMDI
383
R.M. Davis Inc
Maine
$588K -$2.09K -19 -0.4%
VA
384
Valmark Advisers
Ohio
$586K +$989 +9 +0.2%
GT
385
Greenleaf Trust
Michigan
$585K +$76.9K +700 +15%
ODIJL
386
One Day In July LLC
Vermont
$585K +$184K +1,676 +46%
IC
387
IEQ Capital
California
$584K +$8.9K +81 +2%
EFS
388
Essex Financial Services
Connecticut
$584K +$110 +1 +0%
GPA
389
Guidance Point Advisors
Massachusetts
$580K +$1.98K +18 +0.3%
APCM
390
Alaska Permanent Capital Management
Alaska
$577K +$577K +5,257 New
LBC
391
Lowe Brockenbrough & Co
Virginia
$577K
AWG
392
Altus Wealth Group
Colorado
$575K -$93.5K -851 -14%
Fuller & Thaler Asset Management
393
Fuller & Thaler Asset Management
California
$574K +$517K +4,704 +898%
SAM
394
Silvercrest Asset Management
New York
$574K -$151K -1,378 -21%
Neuberger Berman Group
395
Neuberger Berman Group
New York
$569K -$4.61K -42 -0.8%
MFWP
396
Mosaic Family Wealth Partners
Missouri
$568K -$15K -137 -3%
RW
397
Regimen Wealth
Georgia
$562K +$2.09K +19 +0.4%
AF
398
Allworth Financial
California
$562K -$33.8K -308 -6%
AA
399
Alesco Advisors
New York
$554K
AAS
400
Ameritas Advisory Services
Nebraska
$552K -$775K -7,070 -58%