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iShares Russell Mid-Cap Value ETF

794 hedge funds and large institutions have $9.82B invested in iShares Russell Mid-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 232 increasing their positions, 297 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
-36
Holders Change %
-4.34%
% of All Funds
12.71%
Holding in Top 10
32
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.11%
% of All Funds
0.51%
New
53
Increased
232
Reduced
297
Closed
72
Calls
$5.65M
Puts
$11K
Net Calls
+$5.64M
Net Calls Change
+$213K
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
601
GHP Investment Advisors
Colorado
$206K +$3.82K +36 +2%
SW
602
SkyOak Wealth
Michigan
$206K -$41.8K -394 -17%
EI
603
Ellevest Inc
New York
$205K -$14.4K -136 -7%
VNB
604
Virginia National Bank
Virginia
$204K
PFA
605
Pinnacle Family Advisors
Missouri
$202K -$56.3K -530 -22%
SC
606
SouthState Corp
Florida
$199K -$5.42K -51 -3%
RDFA
607
Ritter Daniher Financial Advisory
Ohio
$195K
GWS
608
Glassman Wealth Services
Virginia
$191K
CMP
609
Coston McIsaac & Partners
Maine
$189K
SC
610
Steph & Co
Wisconsin
$182K
First Manhattan
611
First Manhattan
New York
$181K +$22.6K +213 +14%
BBHC
612
Brown Brothers Harriman & Co
New York
$179K
HFS
613
HBC Financial Services
Washington
$172K
CT
614
Cambridge Trust
Massachusetts
$171K
FCA
615
FinTrust Capital Advisors
South Carolina
$160K
PCA
616
Providence Capital Advisors
North Carolina
$158K
BGIM
617
Brandywine Global Investment Management
Pennsylvania
$156K +$118K +1,115 +319%
SIS
618
Sound Income Strategies
Florida
$155K -$47.6K -448 -24%
CTB
619
Country Trust Bank
Illinois
$152K
AIM
620
Anchor Investment Management
South Carolina
$142K
BA
621
Bristlecone Advisors
Washington
$137K +$137K +1,291 New
GC
622
Garde Capital
Washington
$134K
TCWA
623
Ten Capital Wealth Advisors
Washington
$129K +$100K +946 +349%
HBW
624
Hazlett, Burt & Watson
West Virginia
$124K
SWA
625
SOA Wealth Advisors
New York
$124K