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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 %
PAI
501
Pittenger & Anderson Inc
Nebraska
$330K
FMWA
502
Forvis Mazars Wealth Advisors
Missouri
$329K -$6.7K -61 -2%
MWM
503
Mission Wealth Management
California
$328K +$5.6K +51 +2%
Empower Advisory Group
504
Empower Advisory Group
Colorado
$326K -$26.8K -244 -8%
MFG
505
MidWestOne Financial Group
Iowa
$325K +$1.32K +12 +0.4%
KWS
506
Keystone Wealth Services
California
$324K -$13K -118 -4%
AT
507
American Trust
Kentucky
$323K +$323K +2,944 New
JWA
508
JFS Wealth Advisors
Pennsylvania
$323K
RA
509
Ruggaard & Associates
Ohio
$319K -$100K -910 -24%
AC
510
Apella Capital
Connecticut
$318K +$318K +2,898 New
AMM
511
American Money Management
California
$318K
FSA
512
Financial Sense Advisors
California
$317K +$439 +4 +0.1%
AWS
513
AJ Wealth Strategies
New York
$314K
NP
514
NorthRock Partners
Minnesota
$312K -$63.7K -580 -17%
TA
515
TFG Advisers
Michigan
$312K +$879 +8 +0.3%
SCP
516
Stevens Capital Partners
Nebraska
$311K -$8.13K -74 -3%
SRC
517
Shufro Rose & Co
New York
$309K +$13.8K +126 +5%
MIC
518
Meridian Investment Counsel
California
$308K
GFS
519
GYL Financial Synergies
Connecticut
$308K
BMCM
520
Bryn Mawr Capital Management
Pennsylvania
$308K +$42.3K +385 +16%
FFC
521
First Financial Corp
Indiana
$306K -$66.8K -608 -18%
MC
522
Moors & Cabot
Massachusetts
$305K -$11.2K -102 -4%
PA
523
Pinnacle Associates
New York
$305K
CTWM
524
Cherry Tree Wealth Management
Minnesota
$303K +$303K +2,754 New
WAP
525
Wealthcare Advisory Partners
Pennsylvania
$302K +$302K +2,749 New