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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 %
CBT
626
CoreFirst Bank & Trust
Kansas
$122K
WTA
627
Washington Trust Advisors
Massachusetts
$122K -$156K -1,472 -56%
CIAS
628
Capital Investment Advisory Services
North Carolina
$119K +$319 +3 +0.3%
PWMG
629
Prestige Wealth Management Group
New Jersey
$118K
TAM
630
Townsend Asset Management
North Carolina
$115K +$531 +5 +0.5%
TCOV
631
Trust Company of Vermont
Vermont
$115K
FFA
632
Farther Finance Advisors
California
$114K +$17.8K +168 +19%
CCP
633
Carmel Capital Partners
California
$113K +$113K +1,065 New
AssetMark Inc
634
AssetMark Inc
California
$112K -$10.5K -99 -9%
PA
635
Parallel Advisors
California
$112K +$93.2K +878 +493%
SWM
636
Sugarloaf Wealth Management
Georgia
$111K
WB
637
Webster Bank
Connecticut
$107K
ST
638
Smithfield Trust
Pennsylvania
$105K
BFPW
639
BOK Financial Private Wealth
Colorado
$104K
DSC
640
Duncker Streett & Co
Missouri
$102K
NRC
641
New Republic Capital
North Carolina
$96.7K -$2.94M -27,691 -97%
PCM
642
Pointe Capital Management
Michigan
$96.7K +$96.7K +911 New
EWP
643
Elevation Wealth Partners
California
$93K +$93K +876 New
OHWP
644
Oak Harbor Wealth Partners
North Carolina
$89.3K +$425 +4 +0.5%
EWM
645
EPG Wealth Management
Georgia
$88.5K +$318 +3 +0.4%
HPIA
646
Hamilton Point Investment Advisors
North Carolina
$86.4K +$86.4K +814 New
MFA
647
McClarren Financial Advisors
Pennsylvania
$86K +$210 +2 +0.2%
NIC
648
Northwest Investment Counselors
Oregon
$85.2K
IBOK
649
Independence Bank of Kentucky
Kentucky
$82K
S
650
SignatureFD
Georgia
$81.9K