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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.

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 %
GBT
601
Grove Bank & Trust
Florida
$214K
MA
602
MONECO Advisors
Connecticut
$213K -$25.2K -229 -11%
ACP
603
Aveo Capital Partners
Colorado
$211K +$211K +1,917 New
VNB
604
Virginia National Bank
Virginia
$210K -$439 -4 -0.2%
AI
605
Ariel Investments
Illinois
$206K +$206K +1,880 New
SC
606
SouthState Corp
Florida
$206K
GWM
607
GSB Wealth Management
Connecticut
$205K +$205K +1,869 New
HTC
608
Haverford Trust Company
Pennsylvania
$205K -$93.9K -855 -31%
DI
609
Disciplined Investments
Oklahoma
$203K -$3M -27,297 -94%
WMA
610
West Michigan Advisors
Michigan
$201K +$201K +1,829 New
DWT
611
Dorsey & Whitney Trust
South Dakota
$200K +$200K +1,825 New
GWS
612
Glassman Wealth Services
Virginia
$197K
CMP
613
Coston McIsaac & Partners
Maine
$195K
BBHC
614
Brown Brothers Harriman & Co
New York
$190K +$4.61K +42 +2%
FCFS
615
First Command Financial Services
Texas
$185K -$43.9K -400 -19%
FCB
616
First Command Bank
Texas
$185K -$43.9K -400 -19%
HFS
617
HBC Financial Services
Washington
$183K
PCA
618
Providence Capital Advisors
North Carolina
$164K
FCA
619
FinTrust Capital Advisors
South Carolina
$160K
CT
620
Cambridge Trust
Massachusetts
$158K -$18.5K -168 -10%
CF
621
Centaurus Financial
California
$158K -$146K -1,333 -48%
CTB
622
Country Trust Bank
Illinois
$157K
AIM
623
Anchor Investment Management
South Carolina
$143K -$3.52K -32 -2%
HBW
624
Hazlett, Burt & Watson
West Virginia
$142K +$13.7K +125 +11%
BA
625
Bristlecone Advisors
Washington
$142K