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iShares Russell Mid-Cap Value ETF

783 hedge funds and large institutions have $9.58B invested in iShares Russell Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 207 increasing their positions, 298 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
-14
Holders Change %
-1.76%
% of All Funds
12.48%
Holding in Top 10
25
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.88%
% of All Funds
0.4%
New
48
Increased
207
Reduced
298
Closed
50
Calls
$3.01M
Puts
$1.64M
Net Calls
+$1.37M
Net Calls Change
-$1.71M
Name Holding Trade Value Shares
Change
Shares
Change %
WAL
476
W Advisors LLC
Tennessee
$341K +$341K +3,272 New
AWM
477
Apollon Wealth Management
South Carolina
$339K -$3.13K -30 -0.9%
PWM
478
Perigon Wealth Management
California
$339K -$89.8K -861 -21%
EA
479
Eudaimonia Advisors
Tennessee
$339K
SFG
480
SNS Financial Group
Minnesota
$338K
PIFP
481
Partners in Financial Planning
Virginia
$338K
AIM
482
Allen Investment Management
New York
$337K -$2.3K -22 -0.7%
ECG
483
Edge Capital Group
Georgia
$337K -$32.8K -314 -9%
CG
484
Cynosure Group
Utah
$336K +$336K +3,221 New
MFGP
485
Marshall Financial Group (Pennsylvania)
Pennsylvania
$334K
FA
486
FDx Advisors
Illinois
$333K -$940 -9 -0.3%
Boston Partners
487
Boston Partners
Massachusetts
$333K +$333K +3,302 New
MIC
488
Means Investment Company
Maine
$329K
WP
489
Westmount Partners
California
$325K
BAM
490
Berkshire Asset Management
Pennsylvania
$324K
PIA
491
Pinion Investment Advisors
Kansas
$321K
AWA
492
Arete Wealth Advisors
Illinois
$319K -$12.9K -124 -4%
IA
493
IFG Advisory
Georgia
$318K +$318K +3,046 New
FB
494
First Bancorp
Maine
$313K
PAI
495
Pittenger & Anderson Inc
Nebraska
$313K
IAA
496
Independent Advisor Alliance
North Carolina
$310K +$93.7K +898 +43%
FCM
497
Firestone Capital Management
Florida
$309K
RIA
498
Regal Investment Advisors
Michigan
$309K -$11.9K -114 -4%
FMWA
499
Forvis Mazars Wealth Advisors
Missouri
$308K -$4.59K -44 -1%
JWA
500
JFS Wealth Advisors
Pennsylvania
$307K