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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 %
DI
551
DAGCO Inc
Ohio
$245K -$784K -2,612 -76%
FWI
552
Facet Wealth Inc
Maryland
$242K +$99 +1 +0%
TW
553
TrinityPoint Wealth
Connecticut
$240K +$240K +2,296 New
ICG
554
InterOcean Capital Group
Tennessee
$238K +$238K +2,279 New
MBT
555
Montecito Bank & Trust
California
$237K
1IA
556
1834 Investment Advisors
Wisconsin
$237K
TFGT
557
TS Financial Group (TSFG)
Illinois
$236K
AFC
558
AFT Forsyth & Company
Florida
$234K
RSWM
559
Robertson Stephens Wealth Management
California
$232K -$52.5K -500 -18%
BMCM
560
Bryn Mawr Capital Management
Pennsylvania
$232K -$60K -575 -21%
MFG
561
Merit Financial Group
Georgia
$231K -$37.4K -358 -14%
KL
562
KilterHowling LLC
Colorado
$231K
LWCFA
563
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$231K
JFGIW
564
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$230K -$143K -1,364 -38%
MWM
565
Maripau Wealth Management
Indiana
$230K -$44.6K -427 -16%
BCIM
566
Bishop & Co Investment Management
Pennsylvania
$229K -$225M -24,758,629 Closed
LFAS
567
Level Four Advisory Services
Texas
$227K -$57.2K -548 -20%
USB
568
Union Savings Bank
Connecticut
$225K
RFN
569
RDA Financial Network
Iowa
$224K
CAG
570
Crestwood Advisors Group
Massachusetts
$222K +$12.9K +124 +6%
PPP
571
Private Portfolio Partners
New Jersey
$222K -$9.39K -90 -4%
DWA
572
Dougherty Wealth Advisers
Minnesota
$219K -$103K -986 -32%
PFM
573
Peak Financial Management
Massachusetts
$219K
EIA
574
Edgemoor Investment Advisors
Maryland
$218K
MWM
575
Mission Wealth Management
California
$218K -$93.3K -894 -30%