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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.

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 Market Value Shares Shares
Change
Shares
Change %
SGAM
26
Stephens Group Asset Management
Arkansas
$72.5M 660,120 +37,001 +6%
Truist Financial
27
Truist Financial
North Carolina
$69.6M 634,040 -6,552 -1%
AWM
28
AE Wealth Management
Kansas
$61.8M 563,048 -30,165 -5%
EH
29
Equitable Holdings
New York
$60.6M 552,021 -22,754 -4%
HWA
30
Heritage Wealth Advisors
Virginia
$51.7M 470,367 +6,929 +1%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$46.5M 423,459 -160,133 -27%
ANTB
32
AMG National Trust Bank
Colorado
$41.4M 376,481 -15,320 -4%
OCM
33
One Capital Management
California
$39.5M 360,023 +22,117 +7%
SF
34
Synovus Financial
Georgia
$38.6M 351,800 -4,263 -1%
CPIG
35
Chicago Partners Investment Group
Illinois
$34.8M 307,840 -6,134 -2%
WWM
36
Windsor Wealth Management
Indiana
$34.2M 311,415 -14,566 -4%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$33.1M 300,959 -466 -0.2%
Mariner
38
Mariner
Kansas
$31.6M 287,960 -2,860 -1%
WFAG
39
Wescott Financial Advisory Group
Pennsylvania
$30.9M 281,192 +11,823 +4%
VNIM
40
Vaughan Nelson Investment Management
Texas
$29M 264,016 +40,915 +18%
CMA
41
Cedar Mountain Advisors
Oregon
$26.8M 244,431 -11 -0%
KAS
42
Kestra Advisory Services
Texas
$23.6M 214,457 -12,591 -6%
M&T Bank
43
M&T Bank
New York
$23.1M 209,857 -2,374 -1%
KeyBank National Association
44
KeyBank National Association
Ohio
$22.9M 208,708 -2,831 -1%
TAIM
45
TD Ameritrade Investment Management
Nebraska
$22.5M 204,874 -93,007 -31%
APP
46
Avantax Planning Partners
Iowa
$21.6M 196,666 +11,130 +6%
CP
47
Covenant Partners
Tennessee
$21.3M 193,539 +7,951 +4%
LL
48
LPWM LLC
Minnesota
$20.8M 188,049 +11,598 +7%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$19.3M 175,955 +3,472 +2%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$18.8M 171,183 -6,201 -3%