IWS icon

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 %
GIA
601
GHP Investment Advisors
Colorado
$186K 1,808 -336 -16%
HBW
602
Hazlett, Burt & Watson
West Virginia
$180K 1,722 +426 +33%
BBHC
603
Brown Brothers Harriman & Co
New York
$176K 1,690 -42 -2%
FFA
604
Farther Finance Advisors
California
$176K 1,690 +546 +48%
CMP
605
Coston McIsaac & Partners
Maine
$176K 1,689 -94 -5%
FCAS
606
First Command Advisory Services
Texas
$176K 1,682 +1,682 New
HFS
607
HBC Financial Services
Washington
$169K 1,620
SWA
608
SOA Wealth Advisors
New York
$167K 1,596 +431 +37%
PCA
609
Providence Capital Advisors
North Carolina
$155K 1,490
CTB
610
Country Trust Bank
Illinois
$149K 1,430
FIA
611
FNY Investment Advisers
New York
$146K 1,400 +1,400 New
VCM
612
Versant Capital Management
Arizona
$145K 1,388 +1,354 +3,982%
CF
613
Centaurus Financial
California
$143K 1,369 -70 -5%
ACA
614
Aptus Capital Advisors
Alabama
$137K 1,316 +652 +98%
AIM
615
Anchor Investment Management
South Carolina
$136K 1,305
GC
616
Garde Capital
Washington
$132K 1,260
CBT
617
CoreFirst Bank & Trust
Kansas
$120K 1,152
SIS
618
Sound Income Strategies
Florida
$120K 1,150 -17 -1%
CIAS
619
Capital Investment Advisory Services
North Carolina
$117K 1,118
TCOV
620
Trust Company of Vermont
Vermont
$116K 1,114
PWMG
621
Prestige Wealth Management Group
New Jersey
$116K 1,105 -1 -0.1%
TAM
622
Townsend Asset Management
North Carolina
$114K 1,090
AssetMark Inc
623
AssetMark Inc
California
$112K 1,076 +19 +2%
DJSG
624
D.J. St. Germain
Massachusetts
$112K 1,074
CCP
625
Carmel Capital Partners
California
$111K 1,065