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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 %
MLA
401
My Legacy Advisors
Oregon
$615K -$64.1K -558 -9%
MW
402
Marcum Wealth
Ohio
$614K -$67.7K -643 -10%
CFG
403
Cooper Financial Group
California
$609K -$39.3K -373 -6%
SWM
404
Spire Wealth Management
Virginia
$607K -$45.9K -436 -7%
MWM
405
Meridian Wealth Management
Kentucky
$604K +$3.37K +32 +0.6%
TB
406
Treynor Bancshares
Iowa
$602K
DWA
407
Douglass Winthrop Advisors
New York
$600K -$16.5K -157 -3%
Boston Partners
408
Boston Partners
Massachusetts
$598K +$201K +1,773 +51%
RW
409
Reframe Wealth
Virginia
$595K +$595K +5,653 New
CDIA
410
Capital Directions Investment Advisors
Georgia
$595K +$595K +5,653 New
CAM
411
Cubic Asset Management
Massachusetts
$595K
RIM
412
Rockbridge Investment Management
New York
$591K
MA
413
Mutual Advisors
Nebraska
$583K +$99K +940 +20%
AWA
414
Arkadios Wealth Advisors
Georgia
$582K +$43.1K +409 +8%
IPW
415
Intergy Private Wealth
Colorado
$579K -$215K -2,041 -27%
BCI
416
Brinker Capital Investments
Pennsylvania
$575K +$82K +778 +17%
WH
417
Willner & Heller
California
$569K -$53.1K -504 -9%
TPA
418
Trivium Point Advisory
Connecticut
$567K +$3.25K +30 +0.6%
RMDI
419
R.M. Davis Inc
Maine
$566K +$151K +1,432 +36%
TC
420
TownSquare Capital
Utah
$564K +$80.5K +764 +17%
MFWP
421
Mosaic Family Wealth Partners
Missouri
$559K +$559K +5,303 New
FNBOO
422
First National Bank of Omaha
Nebraska
$554K
LBC
423
Lowe Brockenbrough & Co
Virginia
$553K
BSW
424
Buckingham Strategic Wealth
Missouri
$552K -$6.53K -62 -1%
IC
425
IEQ Capital
California
$552K +$5.69K +54 +1%