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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 %
SWM
626
Sugarloaf Wealth Management
Georgia
$109K 1,044
NIG
627
NFJ Investment Group
Texas
$105K 1,010 +1,010 New
FCA
628
FinTrust Capital Advisors
South Carolina
$104K 998 -525 -34%
CWC
629
Carolinas Wealth Consulting
North Carolina
$104K 1,048 +6 +0.6%
AAP
630
Arax Advisory Partners
Colorado
$102K 979 -1,068 -52%
ST
631
Smithfield Trust
Pennsylvania
$102K 982 -1,168 -54%
DSC
632
Duncker Streett & Co
Missouri
$100K 961
NRC
633
New Republic Capital
North Carolina
$96.2K 920 +14 +2%
CT
634
Cambridge Trust
Massachusetts
$95.1K 911 -528 -37%
OIA
635
Optimum Investment Advisors
Illinois
$93K 891
EWP
636
Elevation Wealth Partners
California
$91.4K 876
Fuller & Thaler Asset Management
637
Fuller & Thaler Asset Management
California
$89.7K 860 -4,368 -84%
BCM
638
BluePath Capital Management
Georgia
$89.1K 854 +854 New
OHWP
639
Oak Harbor Wealth Partners
North Carolina
$88.1K 844
EWM
640
EPG Wealth Management
Georgia
$87.2K 836
HPIA
641
Hamilton Point Investment Advisors
North Carolina
$85.4K 814
PK
642
Pflug Koory
Nebraska
$84.3K 808 +808 New
WTA
643
Washington Trust Advisors
Massachusetts
$84.1K 806 -3 -0.4%
BTI
644
Blue Trust Inc
Georgia
$84K 763
CFD
645
Creative Financial Designs
Indiana
$81.9K 785 +236 +43%
IBOK
646
Independence Bank of Kentucky
Kentucky
$80.6K 772
S
647
SignatureFD
Georgia
$80.4K 771
SC
648
Steph & Co
Wisconsin
$79.8K 765 +86 +13%
SFC
649
SYM Financial Corp
Indiana
$75.6K 725
TC
650
Trust Company
Kansas
$74.8K 717