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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 %
RW
401
Regimen Wealth
Georgia
$542K +$2.55K +24 +0.5%
AA
402
Alesco Advisors
New York
$535K
CAG
403
Csenge Advisory Group
Florida
$535K +$30.9K +291 +6%
TWP
404
Total Wealth Planning
Ohio
$532K -$7.43K -70 -1%
DWA
405
Douglass Winthrop Advisors
New York
$531K -$74.3K -700 -12%
PFM
406
Phillips Financial Management
Indiana
$526K
AWA
407
Amplius Wealth Advisors
Pennsylvania
$524K +$9.66K +91 +2%
TGAM
408
TBH Global Asset Management
Tennessee
$521K +$18.5K +174 +4%
IWM
409
IHT Wealth Management
Illinois
$519K +$30.2K +284 +6%
LWM
410
LJI Wealth Management
Indiana
$514K
VFA
411
Valeo Financial Advisors
Indiana
$513K +$107K +1,010 +26%
CWM
412
Cahaba Wealth Management
Georgia
$512K -$12K -113 -2%
IA
413
IFP Advisors
Florida
$510K -$1.74M -24,917 -77%
MTIC
414
Missouri Trust & Investment Company
Missouri
$507K
CGPCS
415
Capital Group Private Client Services
California
$506K +$2.34K +22 +0.5%
NEWAS
416
N.E.W. Advisory Services
Wisconsin
$506K
MMG
417
Monetary Management Group
Missouri
$504K
ECG
418
Edge Capital Group
Georgia
$504K +$128K +1,205 +34%
CIA
419
Capital Investment Advisors
Georgia
$492K +$59.7K +562 +14%
GT
420
Greenleaf Trust
Michigan
$491K
DC
421
Davenport & Co
Virginia
$491K -$2.02K -19 -0.4%
B
422
Bensler
Washington
$484K -$21.1K -199 -4%
PB
423
Pinnacle Bancorp
Nebraska
$482K -$16.4K -154 -3%
CG
424
Colony Group
Massachusetts
$482K -$188K -1,767 -28%
ZF
425
Zhang Financial
Michigan
$480K