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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.

Holders
783
Holders Change
-14
Holders Change %
-1.76%
% of All Funds
12.49%
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 Market Value Shares Shares
Change
Shares
Change %
EWS
576
Evergreen Wealth Solutions
Pennsylvania
$217K 2,075 -50 -2%
MAM
577
Marotta Asset Management
Virginia
$216K 2,069
EI
578
Ellevest Inc
New York
$213K 2,041
FFBTD
579
First Financial Bank - Trust Division
Ohio
$213K 2,040
RWMH
580
Riverpoint Wealth Management Holdings
Illinois
$212K 2,035
CWM
581
Congress Wealth Management
Massachusetts
$212K 2,035 -23 -1%
LFS
582
Legacy Financial Strategies
Kansas
$212K 2,070
MCA
583
Maryland Capital Advisors
Maryland
$212K 2,028
NL
584
NWAM LLC
Washington
$207K 1,988 -180 -8%
RDFA
585
Ritter Daniher Financial Advisory
Ohio
$207K 1,988
NAM
586
NTV Asset Management
West Virginia
$207K 1,986 -333 -14%
LIM
587
Lathrop Investment Management
Arkansas
$207K 1,981
DFG
588
Delta Financial Group
New Jersey
$206K 1,973 +1,973 New
IIC
589
Ironwood Investment Counsel
Arizona
$206K 1,973
GC
590
Grimes & Company
Massachusetts
$204K 1,953
GBT
591
Grove Bank & Trust
Florida
$203K 1,949
EPWM
592
Essex Private Wealth Management
Massachusetts
$203K 1,947 -487 -20%
DAS
593
Dynamic Advisor Solutions
Arizona
$203K 1,943 -62 -3%
MA
594
MONECO Advisors
Connecticut
$202K 1,937
AA
595
Aire Advisors
California
$201K 1,928 -152 -7%
SC
596
SouthState Corp
Florida
$192K 1,836 -37 -2%
PFBT
597
Parkside Financial Bank & Trust
Missouri
$191K 1,832 -479 -21%
AA
598
Ancora Advisors
Ohio
$188K 1,798 -721 -29%
GWS
599
Glassman Wealth Services
Virginia
$187K 1,797
OP
600
ORG Partners
Indiana
$187K 1,794 +860 +92%