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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 %
VFA
451
Valeo Financial Advisors
Indiana
$415K -$116K -1,056 -22%
RWA
452
Ropes Wealth Advisors
Massachusetts
$413K +$35K +319 +9%
AWM
453
Atticus Wealth Management
Florida
$409K -$3.96K -36 -1%
EAM
454
Evanson Asset Management
California
$405K +$110 +1 +0%
JCM
455
J2 Capital Management
Michigan
$404K +$404K +3,682 New
HAS
456
Holland Advisory Services
Florida
$404K -$30.9K -281 -7%
NEWAS
457
N.E.W. Advisory Services
Wisconsin
$403K -$120K -1,093 -23%
Chevy Chase Trust
458
Chevy Chase Trust
Maryland
$394K
JFGIW
459
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$391K +$124K +1,130 +46%
WKSWA
460
White Knight Strategic Wealth Advisors
New Jersey
$390K -$1.65K -15 -0.4%
ECG
461
Edge Capital Group
Georgia
$389K -$132K -1,205 -25%
BP
462
Ballentine Partners
Massachusetts
$388K
HF
463
HRT Financial
New York
$387K +$387K +3,526 New
SWA
464
Stratos Wealth Advisors
Ohio
$386K +$67.1K +611 +21%
FLPIM
465
F.L. Putnam Investment Management
Massachusetts
$386K +$119K +1,087 +45%
BEAM
466
Baker Ellis Asset Management
Washington
$384K
AWA
467
Artemis Wealth Advisors
New York
$384K +$384K +3,500 New
DI
468
DAGCO Inc
Ohio
$377K -$236K -2,149 -39%
APW
469
Acima Private Wealth
Virginia
$375K
HI
470
Harbour Investments
Wisconsin
$374K -$15.5K -141 -4%
KCM
471
Kanawha Capital Management
Virginia
$372K
CWM
472
Cranbrook Wealth Management
Michigan
$367K
VWA
473
V Wealth Advisors
Kansas
$367K -$17.4K -158 -5%
IWP
474
Icon Wealth Partners
Texas
$364K
SG
475
StoneX Group
New York
$363K -$14K -127 -4%