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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 %
GT
451
Greenleaf Trust
Michigan
$488K -$51.1K -485 -9%
PCA
452
Personal Capital Advisors
California
$486K +$149K +1,418 +44%
IWM
453
IHT Wealth Management
Illinois
$485K -$102K -964 -17%
ZF
454
Zhang Financial
Michigan
$477K +$67.3K +639 +16%
AC
455
Avestar Capital
New York
$472K +$101K +959 +27%
AA
456
Aire Advisors
California
$470K +$66.1K +625 +16%
WWA
457
WC Walker & Associates
California
$468K
WIM
458
WealthPlan Investment Management
Nebraska
$465K -$101K -880 -18%
AF
459
Allworth Financial
California
$464K -$39.5K -375 -8%
WP
460
WealthPLAN Partners
Nebraska
$464K +$464K +4,069 New
PCH
461
PGIM Custom Harvest
New Jersey
$463K +$463K +4,394 New
AWM
462
Atticus Wealth Management
Florida
$462K +$462K +4,388 New
MCM
463
Manchester Capital Management
Vermont
$461K
RTL
464
Red Tortoise LLC
Georgia
$451K +$451K +4,285 New
IGWM
465
ICA Group Wealth Management
Colorado
$449K -$230K -2,180 -34%
SWP
466
Summit Wealth Partners
Florida
$449K +$1.05K +10 +0.2%
SWPG
467
Strategic Wealth Partners Group
Illinois
$448K +$631 +6 +0.1%
BCM
468
BTC Capital Management
Iowa
$447K
TC
469
Trilogy Capital
California
$446K -$24.8K -235 -5%
9WM
470
9258 Wealth Management
Ohio
$444K -$21.5K -204 -5%
NIG
471
NFJ Investment Group
Texas
$442K +$108K +1,027 +32%
CIA
472
Capital Investment Advisors
Georgia
$429K +$429K +4,072 New
FA
473
Financial Alternatives
California
$429K +$429K +4,071 New
HAS
474
Holland Advisory Services
Florida
$429K -$9.59K -91 -2%
GFP
475
Gryphon Financial Partners
Ohio
$427K