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iShares Russell Mid-Cap Value ETF

741 hedge funds and large institutions have $9.69B invested in iShares Russell Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 219 increasing their positions, 272 reducing their positions, and 58 closing their positions.

Holders
741
Holders Change
-15
Holders Change %
-1.98%
% of All Funds
12.81%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.59%
New
53
Increased
219
Reduced
272
Closed
58
Calls
$1.2M
Puts
$394K
Net Calls
+$809K
Net Calls Change
-$523K
Name Market Value Shares Shares
Change
Shares
Change %
SWM
601
Sugarloaf Wealth Management
Georgia
$101K 1,044
WB
602
Webster Bank
Connecticut
$97K 1,006
ST
603
Smithfield Trust
Pennsylvania
$95K 982 +217 +28%
BFPW
604
BOK Financial Private Wealth
Colorado
$94K 981 -214 -18%
DSC
605
Duncker Streett & Co
Missouri
$92K 961
ACA
606
Aptus Capital Advisors
Alabama
$85K 881 +475 +117%
OHWP
607
Oak Harbor Wealth Partners
North Carolina
$80K 833 +6 +0.7%
EWM
608
EPG Wealth Management
Georgia
$79K 828 +828 New
MFA
609
McClarren Financial Advisors
Pennsylvania
$78K 814 +814 New
BWM
610
Baystate Wealth Management
Massachusetts
$75K 783 +5 +0.6%
IBOK
611
Independence Bank of Kentucky
Kentucky
$74K 772
TC
612
Trust Company
Kansas
$73K 764
DWMG
613
DB Wealth Management Group
California
$69K 716
OC
614
Oakworth Capital
Alabama
$67K 698
NSIM
615
North Star Investment Management
Illinois
$66K 691
HCP
616
Hexagon Capital Partners
Arkansas
$65K 673 +673 New
CPA
617
Cardiff Park Advisors
California
$61K 637
NIC
618
Northwest Investment Counselors
Oregon
$60K 620 +620 New
FF
619
FourThought Financial
Florida
$59K 617 +4 +0.7%
PWM
620
Provident Wealth Management
Tennessee
$57K 596
OIA
621
Optimum Investment Advisors
Illinois
$57K 591
EIP
622
Ellis Investment Partners
Pennsylvania
$52K 546
RWA
623
RGT Wealth Advisors
Texas
$52K 540
ADL
624
Asset Dedication LLC
California
$51K 531 +531 New
TSWM
625
Tyler-Stone Wealth Management
Ohio
$50K 521 -1,520 -74%