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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 Market Value Shares Shares
Change
Shares
Change %
HBT
626
Hills Bank & Trust
Iowa
$141K 1,288 -972 -43%
GC
627
Garde Capital
Washington
$138K 1,260
TCWA
628
Ten Capital Wealth Advisors
Washington
$133K 1,217
PA
629
Parallel Advisors
California
$129K 1,170 +114 +11%
SIS
630
Sound Income Strategies
Florida
$128K 1,167 -289 -20%
SWA
631
SOA Wealth Advisors
New York
$128K 1,165
CBT
632
CoreFirst Bank & Trust
Kansas
$127K 1,152
FFA
633
Farther Finance Advisors
California
$126K 1,144 +71 +7%
CIAS
634
Capital Investment Advisory Services
North Carolina
$123K 1,118 +2 +0.2%
TCOV
635
Trust Company of Vermont
Vermont
$122K 1,114 +33 +3%
PWMG
636
Prestige Wealth Management Group
New Jersey
$122K 1,106 -8 -0.7%
TAM
637
Townsend Asset Management
North Carolina
$120K 1,090 +4 +0.4%
DJSG
638
D.J. St. Germain
Massachusetts
$118K 1,074 +1,074 New
CCP
639
Carmel Capital Partners
California
$117K 1,065
AssetMark Inc
640
AssetMark Inc
California
$116K 1,057
SWM
641
Sugarloaf Wealth Management
Georgia
$115K 1,044
CWC
642
Carolinas Wealth Consulting
North Carolina
$114K 1,042 +996 +2,165%
FA
643
Fiduciary Alliance
South Carolina
$112K 1,017 +1,017 New
DSC
644
Duncker Streett & Co
Missouri
$106K 961
OP
645
ORG Partners
Indiana
$103K 934 +934 New
First Manhattan
646
First Manhattan
New York
$102K 933 -769 -45%
NRC
647
New Republic Capital
North Carolina
$99.5K 906 -5 -0.5%
BWM
648
Baystate Wealth Management
Massachusetts
$97.9K 891 +181 +25%
OIA
649
Optimum Investment Advisors
Illinois
$97.9K 891 +300 +51%
EWP
650
Elevation Wealth Partners
California
$96.2K 876