IWS icon

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 %
RT
401
Rockland Trust
Massachusetts
$523K -$37.7K -361 -7%
Cerity Partners
402
Cerity Partners
New York
$521K -$441K -4,221 -46%
SF
403
Summit Financial
New Jersey
$520K -$3.46K -33 -0.7%
LWM
404
LJI Wealth Management
Indiana
$520K
PFM
405
Phillips Financial Management
Indiana
$517K
RMDI
406
R.M. Davis Inc
Maine
$512K -$47K -450 -8%
BCM
407
Brookstone Capital Management
Illinois
$509K -$41K -405 -7%
MTIC
408
Missouri Trust & Investment Company
Missouri
$499K
MMG
409
Monetary Management Group
Missouri
$496K
CGPCS
410
Capital Group Private Client Services
California
$492K -$6.78K -65 -1%
CG
411
Colony Group
Massachusetts
$491K +$17.3K +166 +4%
DC
412
Davenport & Co
Virginia
$489K +$51.5K +494 +12%
Neuberger Berman Group
413
Neuberger Berman Group
New York
$485K -$55K -527 -10%
TWP
414
Total Wealth Planning
Ohio
$484K -$27.9K -267 -5%
EW
415
Evoke Wealth
California
$484K
SHWM
416
Smith & Howard Wealth Management
Georgia
$482K +$164K +1,574 +52%
DWA
417
Douglass Winthrop Advisors
New York
$470K -$52.2K -500 -10%
B
418
Bensler
Washington
$465K -$10.4K -100 -2%
PB
419
Pinnacle Bancorp
Nebraska
$460K -$15.1K -145 -3%
CWM
420
Cahaba Wealth Management
Georgia
$459K -$25.6K -245 -5%
MCM
421
Manchester Capital Management
Vermont
$457K
BSW
422
Buckingham Strategic Wealth
Missouri
$456K -$41.9K -402 -8%
IGWM
423
ICA Group Wealth Management
Colorado
$454K
RTL
424
Red Tortoise LLC
Georgia
$454K
FNBOO
425
First National Bank of Omaha
Nebraska
$452K