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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 %
LFAS
526
Level Four Advisory Services
Texas
$299K +$299K +2,726 New
BIG
527
Builder Investment Group
Georgia
$299K -$12.6K -115 -4%
CCMG
528
Clark Capital Management Group
Pennsylvania
$298K +$298K +2,717 New
RSWM
529
Robertson Stephens Wealth Management
California
$298K -$536K -4,875 -64%
EWA
530
EverSource Wealth Advisors
Alabama
$297K -$26.9K -245 -8%
JWCA
531
J.W. Cole Advisors
Florida
$292K +$3.52K +32 +1%
PA
532
PFG Advisors
Arizona
$292K -$16.8K -153 -5%
AP
533
Appleton Partners
Massachusetts
$289K
MFG
534
Magnus Financial Group
New York
$289K +$330 +3 +0.1%
MWM
535
Maripau Wealth Management
Indiana
$289K -$44.8K -408 -13%
KFI
536
Key Financial Inc
Pennsylvania
$288K +$31K +282 +12%
FM
537
Foster & Motley
Ohio
$288K -$114K -1,044 -28%
BCM
538
BTC Capital Management
Iowa
$288K
FLI
539
Family Legacy Inc
South Carolina
$288K
FFM
540
Forum Financial Management
Illinois
$285K -$2.86K -26 -1%
TF
541
Theory Financial
Colorado
$285K +$26.1K +238 +10%
Lazard Asset Management
542
Lazard Asset Management
New York
$285K
CAAS
543
Capital Asset Advisory Services
Michigan
$284K +$112 +1 +0%
HF
544
Halpern Financial
Virginia
$283K
MFG
545
Merit Financial Group
Georgia
$283K -$42.8K -390 -13%
AA
546
Ancora Advisors
Ohio
$277K
FWI
547
Facet Wealth Inc
Maryland
$276K +$276K +2,441 New
AIA
548
Arbor Investment Advisors
North Carolina
$274K
BI
549
Ballast Inc
Kentucky
$273K
CHJWM
550
Carlton Hofferkamp & Jenks Wealth Management
Texas
$267K -$4.49K -40 -2%