IWS icon

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 %
EWS
576
Evergreen Wealth Solutions
Pennsylvania
$233K -$203K -1,846 -46%
PFM
577
Peak Financial Management
Massachusetts
$231K
EIA
578
Edgemoor Investment Advisors
Maryland
$230K +$330 +3 +0.1%
AA
579
Aire Advisors
California
$228K +$549 +5 +0.2%
IAA
580
Independent Advisor Alliance
North Carolina
$227K
LFS
581
Legacy Financial Strategies
Kansas
$227K +$227K +2,070 New
MAM
582
Marotta Asset Management
Virginia
$227K +$227K +2,069 New
CWM
583
Congress Wealth Management
Massachusetts
$226K
BO
584
Bank OZK
Arkansas
$225K +$5.71K +52 +3%
FPCG
585
Forum Private Client Group
Indiana
$225K
AAP
586
Arax Advisory Partners
Colorado
$225K +$769 +7 +0.3%
EI
587
Ellevest Inc
New York
$224K +$12.6K +115 +6%
FFBTD
588
First Financial Bank - Trust Division
Ohio
$224K +$4.39K +40 +2%
RWMH
589
Riverpoint Wealth Management Holdings
Illinois
$224K
MCA
590
Maryland Capital Advisors
Maryland
$223K
CAG
591
Crestwood Advisors Group
Massachusetts
$221K +$221K +2,008 New
DAS
592
Dynamic Advisor Solutions
Arizona
$220K -$16.3K -148 -7%
RDFA
593
Ritter Daniher Financial Advisory
Ohio
$218K +$16.5K +150 +8%
PCA
594
Prosperity Capital Advisors
Ohio
$218K
LIM
595
Lathrop Investment Management
Arkansas
$218K -$110K -1,000 -34%
PCA
596
Pallas Capital Advisors
Massachusetts
$218K -$22.4K -199 -9%
IIC
597
Ironwood Investment Counsel
Arizona
$217K
BCM
598
Becker Capital Management
Oregon
$216K -$9.89K -90 -4%
Wealth Enhancement Advisory Services
599
Wealth Enhancement Advisory Services
Minnesota
$216K -$15.5K -141 -7%
GC
600
Grimes & Company
Massachusetts
$215K -$28.2K -257 -12%