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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 %
CGA
376
Crescent Grove Advisors
Illinois
$586K
RIM
377
Rockbridge Investment Management
New York
$585K
MLA
378
My Legacy Advisors
Oregon
$582K +$28.4K +280 +5%
PIA
379
Perennial Investment Advisors
California
$579K -$24.6K -236 -4%
TGAM
380
TBH Global Asset Management
Tennessee
$575K
ODIJL
381
One Day In July LLC
Vermont
$568K +$12.5K +120 +2%
IPW
382
Intergy Private Wealth
Colorado
$565K -$18.8K -180 -3%
AF
383
Allworth Financial
California
$561K +$27.3K +262 +5%
MCWS
384
McKinley Carter Wealth Services
West Virginia
$556K -$55.3K -530 -9%
GT
385
Greenleaf Trust
Michigan
$556K
BOH
386
Bank of Hawaii
Hawaii
$553K -$39.9K -382 -7%
Citadel Advisors
387
Citadel Advisors
Florida
$549K -$6.37M -61,045 -92%
APCM
388
Alaska Permanent Capital Management
Alaska
$548K
IC
389
IEQ Capital
California
$548K -$6.78K -65 -1%
CAG
390
Csenge Advisory Group
Florida
$546K +$35.5K +340 +7%
SWA
391
Stratos Wealth Advisors
Ohio
$545K +$178K +1,704 +48%
VA
392
Valmark Advisers
Ohio
$545K -$12K -115 -2%
AWG
393
Altus Wealth Group
Colorado
$542K -$4.07K -39 -0.7%
MFWP
394
Mosaic Family Wealth Partners
Missouri
$540K
MW
395
Marcum Wealth
Ohio
$536K -$41.1K -394 -7%
RW
396
Regimen Wealth
Georgia
$534K
LBC
397
Lowe Brockenbrough & Co
Virginia
$530K -$20.6K -196 -4%
LNWWM
398
Laird Norton Wetherby Wealth Management
California
$529K +$529K +5,074 New
GPA
399
Guidance Point Advisors
Massachusetts
$527K -$23.6K -226 -4%
AA
400
Alesco Advisors
New York
$526K