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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 %
PCA
601
Pallas Capital Advisors
Massachusetts
$235K -$90.5K -821 -28%
GC
602
Grimes & Company
Massachusetts
$233K +$527 +5 +0.2%
KL
603
KilterHowling LLC
Colorado
$232K +$2.63K +25 +1%
MAM
604
Marotta Asset Management
Virginia
$232K
SRC
605
Shufro Rose & Co
New York
$230K +$230K +2,183 New
JFG
606
Jefferies Financial Group
New York
$228K +$228K +2,160 New
DAS
607
Dynamic Advisor Solutions
Arizona
$227K -$95.3K -905 -30%
BFA
608
Beacon Financial Advisory
Ohio
$224K +$1.05K +10 +0.5%
PFM
609
Peak Financial Management
Massachusetts
$221K +$221K +2,100 New
KIA
610
KCM Investment Advisors
California
$220K -$51.9K -493 -19%
PCA
611
Prosperity Capital Advisors
Ohio
$219K +$219K +2,083 New
HI
612
Harbour Investments
Wisconsin
$219K +$17.5K +166 +9%
WAL
613
W Advisors LLC
Tennessee
$219K +$219K +2,077 New
IAA
614
Independent Advisor Alliance
North Carolina
$218K +$218K +2,070 New
MWM
615
Modera Wealth Management
New Jersey
$218K +$218K +2,070 New
EI
616
Ellevest Inc
New York
$217K +$211 +2 +0.1%
CWM
617
Congress Wealth Management
Massachusetts
$217K -$4.32K -41 -2%
FPCG
618
Forum Private Client Group
Indiana
$216K +$216K +2,054 New
SFG
619
Sovereign Financial Group
Connecticut
$216K -$180K -1,709 -45%
GGS
620
Galvin Gaustad & Stein
Arizona
$215K -$60K -570 -22%
RWMH
621
Riverpoint Wealth Management Holdings
Illinois
$214K +$214K +2,035 New
IA
622
Insight Advisors
Pennsylvania
$214K -$6.3K -60 -3%
AAP
623
Arax Advisory Partners
Colorado
$214K +$1.9K +18 +0.9%
MCA
624
Maryland Capital Advisors
Maryland
$214K
WIA
625
World Investment Advisors
California
$211K +$211K +2,006 New