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iShares Russell Mid-Cap Value ETF

830 hedge funds and large institutions have $10.6B invested in iShares Russell Mid-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 260 increasing their positions, 258 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
+89
Holders Change %
+12.01%
% of All Funds
13.39%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.58%
New
134
Increased
260
Reduced
258
Closed
32
Calls
$5.47M
Puts
$42K
Net Calls
+$5.43M
Net Calls Change
+$4.62M
Name Holding Trade Value Shares
Change
Shares
Change %
KWS
526
Keystone Wealth Services
California
$323K
SCP
527
Stevens Capital Partners
Nebraska
$322K +$322K +3,060 New
FMWA
528
Forvis Mazars Wealth Advisors
Missouri
$322K +$23K +218 +8%
TA
529
TFB Advisors
Kansas
$321K +$321K +3,047 New
SHWM
530
Smith & Howard Wealth Management
Georgia
$321K -$5.06K -48 -2%
MHS
531
M Holdings Securities
Oregon
$318K -$18.6K -177 -6%
FB
532
First Bancorp
Maine
$316K
PAI
533
Pittenger & Anderson Inc
Nebraska
$316K
LIM
534
Lathrop Investment Management
Arkansas
$314K
HTC
535
Haverford Trust Company
Pennsylvania
$314K
FCM
536
Firestone Capital Management
Florida
$312K
AMM
537
American Money Management
California
$311K
JWA
538
JFS Wealth Advisors
Pennsylvania
$310K
MWM
539
Mission Wealth Management
California
$309K -$46.9K -445 -13%
IA
540
IFG Advisory
Georgia
$308K +$19.9K +189 +7%
FSA
541
Financial Sense Advisors
California
$306K -$244K -2,316 -44%
AC
542
Apella Capital
Connecticut
$304K +$304K +2,889 New
TL
543
Tradewinds LLC
North Carolina
$303K +$303K +1,252 New
AWS
544
AJ Wealth Strategies
New York
$301K
PA
545
Pinnacle Associates
New York
$299K +$6.85K +65 +2%
BIG
546
Builder Investment Group
Georgia
$299K +$299K +2,836 New
MIC
547
Meridian Investment Counsel
California
$295K
RBFC
548
Roman Butler Fullerton & Co
Missouri
$293K +$9.46K +85 +3%
FLI
549
Family Legacy Inc
South Carolina
$292K -$4.91K -44 -2%
TA
550
TFG Advisers
Michigan
$292K +$6.22K +59 +2%