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iShares Russell Mid-Cap Value ETF

741 hedge funds and large institutions have $9.69B invested in iShares Russell Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 219 increasing their positions, 272 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
-15
Holders Change %
-1.98%
% of All Funds
12.81%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.59%
New
53
Increased
219
Reduced
272
Closed
58
Calls
$1.2M
Puts
$394K
Net Calls
+$809K
Net Calls Change
-$523K
Name Holding Trade Value Shares
Change
Shares
Change %
EAM
451
Evanson Asset Management
California
$354K
WKSWA
452
White Knight Strategic Wealth Advisors
New Jersey
$354K
PIFP
453
Partners in Financial Planning
Virginia
$351K -$22.1K -204 -6%
RDFA
454
Ritter Daniher Financial Advisory
Ohio
$346K +$148K +1,543 +75%
PA
455
PFG Advisors
Arizona
$346K +$346K +3,600 New
Chevy Chase Trust
456
Chevy Chase Trust
Maryland
$345K
VPIM
457
Vanguard Personalized Indexing Management
California
$343K
HSWM
458
Hubbell Strickland Wealth Management
Louisiana
$342K +$480 +5 +0.1%
FIA
459
Foundations Investment Advisors
Arizona
$340K -$12.1K -126 -3%
FUBT
460
First United Bank & Trust
Maryland
$340K -$3.37K -35 -1%
AC
461
Avestar Capital
New York
$339K +$339K +3,526 New
NP
462
NorthRock Partners
Minnesota
$338K -$211K -2,197 -38%
MFGP
463
Marshall Financial Group (Pennsylvania)
Pennsylvania
$338K
BEAM
464
Baker Ellis Asset Management
Washington
$336K
VWA
465
V Wealth Advisors
Kansas
$333K
Wealthfront Advisers
466
Wealthfront Advisers
California
$333K +$112K +1,166 +51%
APW
467
Acima Private Wealth
Virginia
$328K
RWA
468
Ropes Wealth Advisors
Massachusetts
$326K -$4.14K -43 -1%
MWM
469
Mission Wealth Management
California
$325K +$22.8K +237 +8%
BFA
470
BMS Financial Advisors
South Dakota
$324K +$324K +3,375 New
CWM
471
Cranbrook Wealth Management
Michigan
$321K -$8.83K -92 -3%
EA
472
Eudaimonia Advisors
Tennessee
$319K -$11K -114 -3%
IWA
473
Icon Wealth Advisors
Texas
$318K +$318K +3,314 New
SIG
474
Stonegate Investment Group
Alabama
$317K +$4.12K +43 +1%
DT
475
Diversified Trust
Tennessee
$314K