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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 %
CIC
526
Carnegie Investment Counsel
Ohio
$277K -$493K -4,722 -64%
MFG
527
Magnus Financial Group
New York
$274K
AP
528
Appleton Partners
Massachusetts
$274K
KFI
529
Key Financial Inc
Pennsylvania
$274K
TSS
530
Two Sigma Securities
New York
$274K +$274K +2,624 New
BCM
531
BTC Capital Management
Iowa
$273K
BCM
532
Becker Capital Management
Oregon
$272K +$65.2K +621 +32%
BFA
533
Beacon Financial Advisory
Ohio
$272K +$32.3K +310 +14%
Lazard Asset Management
534
Lazard Asset Management
New York
$271K
MFG
535
MidWestOne Financial Group
Iowa
$268K -$41K -393 -13%
CAAS
536
Capital Asset Advisory Services
Michigan
$268K +$2.31K +22 +0.9%
FLI
537
Family Legacy Inc
South Carolina
$268K -$5.43K -52 -2%
ACP
538
Aveo Capital Partners
Colorado
$268K +$67.6K +648 +34%
FM
539
Foster & Motley
Ohio
$264K -$10.2K -98 -4%
AWM
540
Axxcess Wealth Management
California
$263K +$263K +2,518 New
AIA
541
Arbor Investment Advisors
North Carolina
$261K
BI
542
Ballast Inc
Kentucky
$259K
PA
543
Parallel Advisors
California
$257K +$135K +1,294 +111%
PFG
544
Pacific Financial Group
Washington
$254K
CA
545
Continuum Advisory
Idaho
$254K
WKSWA
546
White Knight Strategic Wealth Advisors
New Jersey
$251K -$120K -1,146 -32%
TF
547
Theory Financial
Colorado
$250K -$20.8K -199 -8%
CFB
548
Cullen/Frost Bankers
Texas
$250K -$538K -5,153 -68%
SW
549
SkyOak Wealth
Michigan
$248K +$6.37K +61 +3%
BCG
550
Breakwater Capital Group
New Jersey
$247K +$247K +2,481 New