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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 %
VCM
576
Vivaldi Capital Management
Illinois
$262K +$262K +2,414 New
PFG
577
Pacific Financial Group
Washington
$261K -$9.8K -93 -4%
PWM
578
Perigon Wealth Management
California
$260K +$260K +2,472 New
ZIM
579
Zacks Investment Management
Illinois
$260K +$3.9K +37 +2%
FLPIM
580
F.L. Putnam Investment Management
Massachusetts
$256K -$22.1K -210 -8%
EPWM
581
Essex Private Wealth Management
Massachusetts
$256K
PFA
582
Pinnacle Family Advisors
Missouri
$256K +$256K +2,430 New
PFBT
583
Parkside Financial Bank & Trust
Missouri
$255K -$10K -95 -4%
BMCM
584
Bryn Mawr Capital Management
Pennsylvania
$254K -$155K -1,474 -38%
MFG
585
Magnus Financial Group
New York
$254K +$1.05K +10 +0.4%
WA
586
Wealth Alliance
New York
$249K -$162K -1,542 -40%
MFG
587
MidWestOne Financial Group
Iowa
$247K +$247K +2,341 New
JFGIW
588
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$246K -$21.1K -200 -8%
SW
589
SkyOak Wealth
Michigan
$246K +$14.3K +136 +6%
NAM
590
NTV Asset Management
West Virginia
$244K
1IA
591
1834 Investment Advisors
Wisconsin
$243K +$243K +2,310 New
MA
592
MONECO Advisors
Connecticut
$243K +$6.32K +60 +3%
OIA
593
OneDigital Investment Advisors
Kansas
$240K +$240K +2,278 New
BWA
594
Burt Wealth Advisors
Maryland
$238K
LWCFA
595
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$238K
LAM
596
LifePro Asset Management
California
$237K -$211 -2 -0.1%
TFGT
597
TS Financial Group (TSFG)
Illinois
$237K +$737 +7 +0.3%
AFC
598
AFT Forsyth & Company
Florida
$236K -$99.2K -942 -30%
RFN
599
RDA Financial Network
Iowa
$236K -$10.9K -103 -4%
BP
600
Ballentine Partners
Massachusetts
$235K -$11.5K -109 -5%