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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 %
AWM
451
Atticus Wealth Management
Florida
$399K -$66.8K -629 -14%
SIG
452
Stonegate Investment Group
Alabama
$395K +$35.6K +335 +10%
CIBC World Market
453
CIBC World Market
Ontario, Canada
$395K -$4.72M -44,502 -92%
EAM
454
Evanson Asset Management
California
$392K
FM
455
Foster & Motley
Ohio
$390K -$2.44K -23 -0.6%
ODIJL
456
One Day In July LLC
Vermont
$388K +$24.4K +230 +7%
OIA
457
OneDigital Investment Advisors
Kansas
$387K +$145K +1,370 +60%
Chevy Chase Trust
458
Chevy Chase Trust
Maryland
$381K
WKSWA
459
White Knight Strategic Wealth Advisors
New Jersey
$379K -$3.19K -30 -0.8%
HI
460
Harbour Investments
Wisconsin
$376K +$156K +1,467 +71%
TA
461
TFB Advisors
Kansas
$375K +$51.8K +488 +16%
BP
462
Ballentine Partners
Massachusetts
$375K +$138K +1,300 +58%
BEAM
463
Baker Ellis Asset Management
Washington
$372K
VWA
464
V Wealth Advisors
Kansas
$372K +$2.44K +23 +0.7%
FCP
465
Fidelis Capital Partners
Florida
$370K
RWA
466
Ropes Wealth Advisors
Massachusetts
$365K +$23.8K +224 +7%
SG
467
StoneX Group
New York
$364K +$956 +9 +0.3%
NP
468
NorthRock Partners
Minnesota
$364K -$154K -1,452 -30%
APW
469
Acima Private Wealth
Virginia
$362K
AA
470
Advisory Alpha
Michigan
$361K -$5.63K -53 -2%
KCM
471
Kanawha Capital Management
Virginia
$360K
FFC
472
First Financial Corp
Indiana
$360K -$4.57K -43 -1%
CWM
473
Cranbrook Wealth Management
Michigan
$355K
IWP
474
Icon Wealth Partners
Texas
$352K +$352K +3,314 New
DT
475
Diversified Trust
Tennessee
$348K