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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 %
CHJWM
551
Carlton Hofferkamp & Jenks Wealth Management
Texas
$292K +$565 +5 +0.2%
CF
552
Centaurus Financial
California
$291K -$1.05K -10 -0.4%
MC
553
Moors & Cabot
Massachusetts
$288K -$3.69K -35 -1%
RIA
554
Regal Investment Advisors
Michigan
$288K -$843 -8 -0.3%
GFS
555
GYL Financial Synergies
Connecticut
$282K
HBT
556
Hills Bank & Trust
Iowa
$281K +$1.48K +14 +0.5%
AP
557
Appleton Partners
Massachusetts
$277K
EWA
558
EverSource Wealth Advisors
Alabama
$276K +$274K +2,597 +9,619%
JWCA
559
J.W. Cole Advisors
Florida
$276K -$15.3K -145 -5%
CAAS
560
Capital Asset Advisory Services
Michigan
$276K
WTA
561
Washington Trust Advisors
Massachusetts
$276K -$1.38M -13,136 -83%
FFM
562
Forum Financial Management
Illinois
$276K +$276K +2,616 New
Lazard Asset Management
563
Lazard Asset Management
New York
$273K
ACM
564
Advisors Capital Management
New Jersey
$273K +$7.49K +71 +3%
HF
565
Halpern Financial
Virginia
$271K
MBT
566
Montecito Bank & Trust
California
$270K -$24.6K -233 -8%
LFAS
567
Level Four Advisory Services
Texas
$270K +$270K +2,562 New
PPP
568
Private Portfolio Partners
New Jersey
$268K +$421 +4 +0.2%
LHC
569
Little House Capital
Massachusetts
$266K -$7.75M -73,537 -97%
AIA
570
Arbor Investment Advisors
North Carolina
$263K
AA
571
Ancora Advisors
Ohio
$263K
DW
572
Domani Wealth
Pennsylvania
$263K
NL
573
NWAM LLC
Washington
$262K +$29.7K +282 +13%
WHG
574
Westwood Holdings Group
Texas
$262K +$262K +2,490 New
BI
575
Ballast Inc
Kentucky
$262K