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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 %
FAIM
476
Financial Advocates Investment Management
Washington
$361K +$10.4K +95 +3%
AWM
477
Apollon Wealth Management
South Carolina
$360K +$16K +146 +5%
SB
478
Simmons Bank
Arkansas
$360K +$109K +989 +43%
AIM
479
Allen Investment Management
New York
$357K
PI
480
PFG Investments
New York
$357K +$32.3K +294 +10%
EA
481
Eudaimonia Advisors
Tennessee
$356K
PIFP
482
Partners in Financial Planning
Virginia
$356K
SFG
483
SNS Financial Group
Minnesota
$354K -$64.5K -587 -15%
DT
484
Diversified Trust
Tennessee
$353K -$6.59K -60 -2%
MFGP
485
Marshall Financial Group (Pennsylvania)
Pennsylvania
$352K +$989 +9 +0.3%
FA
486
FDx Advisors
Illinois
$351K -$1.43K -13 -0.4%
AWA
487
Arete Wealth Advisors
Illinois
$349K +$83.7K +763 +32%
MIC
488
Means Investment Company
Maine
$346K +$110 +1 +0%
WP
489
Westmount Partners
California
$343K
BAM
490
Berkshire Asset Management
Pennsylvania
$341K
DWA
491
Dougherty Wealth Advisers
Minnesota
$339K
PIA
492
Pinion Investment Advisors
Kansas
$338K +$17.9K +163 +6%
RIA
493
Regal Investment Advisors
Michigan
$337K +$36.9K +336 +12%
HSWM
494
Hubbell Strickland Wealth Management
Louisiana
$335K +$110 +1 +0%
SHWM
495
Smith & Howard Wealth Management
Georgia
$334K
FCM
496
Firestone Capital Management
Florida
$333K
CIA
497
Cape Investment Advisory
Georgia
$333K -$12.2K -111 -4%
WP
498
WealthPLAN Partners
Nebraska
$333K +$5.27K +48 +2%
Bessemer Group
499
Bessemer Group
New Jersey
$333K
FB
500
First Bancorp
Maine
$330K