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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 %
DWA
401
Douglass Winthrop Advisors
New York
$549K
SF
402
Summit Financial
New Jersey
$548K -$23.2K -211 -4%
LWM
403
LJI Wealth Management
Indiana
$547K +$15.4K +140 +3%
PFM
404
Phillips Financial Management
Indiana
$544K
TWP
405
Total Wealth Planning
Ohio
$539K -$10.9K -99 -2%
CAG
406
Csenge Advisory Group
Florida
$538K -$15.5K -141 -3%
CGPCS
407
Capital Group Private Client Services
California
$525K +$1.65K +15 +0.3%
MTIC
408
Missouri Trust & Investment Company
Missouri
$525K
BSW
409
Buckingham Strategic Wealth
Missouri
$524K -$52K -473 -9%
MMG
410
Monetary Management Group
Missouri
$522K
SI
411
Saxon Interests
Texas
$520K -$596K -5,424 -53%
CWM
412
Cahaba Wealth Management
Georgia
$511K -$18.6K -169 -4%
AFG
413
Allegheny Financial Group
Pennsylvania
$508K +$21.2K +193 +4%
EW
414
Evoke Wealth
California
$507K +$507K +4,612 New
MC
415
Mathes Company
New York
$505K +$505K +4,595 New
EWMCB
416
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$502K +$170K +1,544 +51%
B
417
Bensler
Washington
$501K +$110 +1 +0%
PB
418
Pinnacle Bancorp
Nebraska
$500K +$1.87K +17 +0.4%
CG
419
Colony Group
Massachusetts
$498K +$110 +1 +0%
ZF
420
Zhang Financial
Michigan
$497K
Wealthfront Advisers
421
Wealthfront Advisers
California
$496K -$140K -1,276 -22%
SWPG
422
Strategic Wealth Partners Group
Illinois
$496K +$17K +155 +4%
WTB
423
Washington Trust Bank
Washington
$495K -$428K -3,895 -46%
CIA
424
Capital Investment Advisors
Georgia
$493K -$15.9K -145 -3%
SWP
425
Summit Wealth Partners
Florida
$491K +$5.71K +52 +1%