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iShares Russell Mid-Cap Value ETF

741 hedge funds and large institutions have $9.69B invested in iShares Russell Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 219 increasing their positions, 272 reducing their positions, and 58 closing their positions.

Holders
741
Holders Change
-15
Holders Change %
-1.98%
% of All Funds
12.81%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.59%
New
53
Increased
219
Reduced
272
Closed
58
Calls
$1.2M
Puts
$394K
Net Calls
+$809K
Net Calls Change
-$523K
Name Market Value Shares Shares
Change
Shares
Change %
HF
526
Halpern Financial
Virginia
$247K 2,576
PFG
527
Pacific Financial Group
Washington
$247K 2,570
SW
528
Simplicity Wealth
New Jersey
$245K 2,550 +2,550 New
PPP
529
Private Portfolio Partners
New Jersey
$244K 2,539 -148 -6%
PFBT
530
Parkside Financial Bank & Trust
Missouri
$241K 2,513 +1 +0%
DW
531
Domani Wealth
Pennsylvania
$240K 2,497 -140 -5%
AA
532
Ancora Advisors
Ohio
$240K 2,498
AIA
533
Arbor Investment Advisors
North Carolina
$240K 2,497
BI
534
Ballast Inc
Kentucky
$238K 2,487
RCAG
535
Rehmann Capital Advisory Group
Michigan
$235K 2,451 -1,078 -31%
EPWM
536
Essex Private Wealth Management
Massachusetts
$234K 2,434
ZIM
537
Zacks Investment Management
Illinois
$233K 2,427 +2,427 New
PFC
538
Phocas Financial Corp
California
$231K 2,400
MFG
539
Magnus Financial Group
New York
$231K 2,405
PIA
540
Pinion Investment Advisors
Kansas
$230K 2,398 -897 -27%
VNB
541
Virginia National Bank
Virginia
$229K 2,380
BP
542
Ballentine Partners
Massachusetts
$225K 2,344
RFN
543
RDA Financial Network
Iowa
$225K 2,339
FA
544
FDx Advisors
Illinois
$225K 2,344 +75 +3%
NAM
545
NTV Asset Management
West Virginia
$223K 2,319
LWCFA
546
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$217K 2,259
BWA
547
Burt Wealth Advisors
Maryland
$217K 2,261
TFGT
548
TS Financial Group (TSFG)
Illinois
$216K 2,244 -143 -6%
MA
549
MONECO Advisors
Connecticut
$216K 2,245 -72 -3%
LAM
550
LifePro Asset Management
California
$216K 2,253 -44 -2%