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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 %
EPWM
551
Essex Private Wealth Management
Massachusetts
$267K
PFG
552
Pacific Financial Group
Washington
$267K -$5.05K -46 -2%
CA
553
Continuum Advisory
Idaho
$267K +$29.9K +272 +13%
SIC
554
Sigma Investment Counselors
Michigan
$263K -$473K -4,310 -64%
NAM
555
NTV Asset Management
West Virginia
$255K
SW
556
SkyOak Wealth
Michigan
$254K +$41.2K +375 +19%
PFBT
557
Parkside Financial Bank & Trust
Missouri
$254K +$22.2K +202 +10%
BFA
558
Beacon Financial Advisory
Ohio
$252K +$18K +164 +8%
PA
559
Prossimo Advisors
California
$251K +$251K +2,281 New
MBT
560
Montecito Bank & Trust
California
$250K -$13.6K -124 -5%
1IA
561
1834 Investment Advisors
Wisconsin
$249K
LWCFA
562
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$248K
TFGT
563
TS Financial Group (TSFG)
Illinois
$248K +$439 +4 +0.2%
USB
564
Union Savings Bank
Connecticut
$247K +$247K +2,157 New
AFC
565
AFT Forsyth & Company
Florida
$247K +$330 +3 +0.1%
FFA
566
First Foundation Advisors
California
$244K +$244K +2,226 New
PPP
567
Private Portfolio Partners
New Jersey
$244K +$110 +1 +0%
BWA
568
Burt Wealth Advisors
Maryland
$244K
KL
569
KilterHowling LLC
Colorado
$243K +$879 +8 +0.4%
BRA
570
Biechele Royce Advisors
Indiana
$240K +$240K +2,183 New
GIA
571
GHP Investment Advisors
Colorado
$240K +$22.8K +204 +11%
NL
572
NWAM LLC
Washington
$238K +$1.54K +14 +0.6%
PCIA
573
Prime Capital Investment Advisors
Kansas
$237K +$237K +2,156 New
ST
574
Smithfield Trust
Pennsylvania
$236K +$128K +1,168 +119%
RFN
575
RDA Financial Network
Iowa
$236K -$1.43K -13 -0.6%