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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 %
AIM
476
Allen Investment Management
New York
$345K -$84.4K -795 -20%
EA
477
Eudaimonia Advisors
Tennessee
$345K
PIFP
478
Partners in Financial Planning
Virginia
$344K
Empower Advisory Group
479
Empower Advisory Group
Colorado
$341K +$341K +3,208 New
MFGP
480
Marshall Financial Group (Pennsylvania)
Pennsylvania
$339K -$35.2K -331 -9%
FAIM
481
Financial Advocates Investment Management
Washington
$339K -$85.3K -803 -20%
FA
482
FDx Advisors
Illinois
$338K
MIC
483
Means Investment Company
Maine
$335K -$4.14K -39 -1%
CIA
484
Cape Investment Advisory
Georgia
$334K +$334K +3,145 New
AWM
485
Apollon Wealth Management
South Carolina
$333K -$297K -2,794 -47%
WP
486
Westmount Partners
California
$331K +$106 +1 +0%
BAM
487
Berkshire Asset Management
Pennsylvania
$329K
DWA
488
Dougherty Wealth Advisers
Minnesota
$328K
PWM
489
Perigon Wealth Management
California
$326K +$63K +593 +24%
KWS
490
Keystone Wealth Services
California
$325K
FMWA
491
Forvis Mazars Wealth Advisors
Missouri
$325K
HSWM
492
Hubbell Strickland Wealth Management
Louisiana
$324K -$55.4K -522 -15%
SHWM
493
Smith & Howard Wealth Management
Georgia
$323K
IAG
494
Investment Advisory Group
Massachusetts
$323K -$20.2K -190 -6%
MWM
495
Maripau Wealth Management
Indiana
$322K -$25.5K -240 -7%
Bessemer Group
496
Bessemer Group
New Jersey
$322K -$499K -4,695 -61%
BAM
497
Belpointe Asset Management
Nevada
$322K -$313K -2,947 -49%
EWMCB
498
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$321K -$92.9K -875 -22%
MHS
499
M Holdings Securities
Oregon
$321K
FB
500
First Bancorp
Maine
$319K