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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 %
OHWP
651
Oak Harbor Wealth Partners
North Carolina
$92.7K 844 +3 +0.4%
EWM
652
EPG Wealth Management
Georgia
$91.8K 836 +2 +0.2%
HPIA
653
Hamilton Point Investment Advisors
North Carolina
$89.4K 814
WTA
654
Washington Trust Advisors
Massachusetts
$88.9K 809 -338 -29%
NIC
655
Northwest Investment Counselors
Oregon
$88.1K 802
BGIM
656
Brandywine Global Investment Management
Pennsylvania
$85.9K 782 -683 -47%
IBOK
657
Independence Bank of Kentucky
Kentucky
$84.8K 772
S
658
SignatureFD
Georgia
$84.7K 771
BTI
659
Blue Trust Inc
Georgia
$81K 763 +8 +1%
SFC
660
SYM Financial Corp
Indiana
$79.6K 725
TC
661
Trust Company
Kansas
$78.8K 717 -47 -6%
DWMG
662
DB Wealth Management Group
California
$78.6K 716
AAG
663
Armstrong Advisory Group
Massachusetts
$78.3K 713
MFA
664
McClarren Financial Advisors
Pennsylvania
$77K 708 -113 -14%
CAS
665
Coppell Advisory Solutions
Texas
$76.9K 706 -15,442 -96%
OC
666
Oakworth Capital
Alabama
$76.7K 698
NSIM
667
North Star Investment Management
Illinois
$75.9K 691
SC
668
Steph & Co
Wisconsin
$74.6K 679 -1,036 -60%
ACA
669
Aptus Capital Advisors
Alabama
$72.9K 664 +28 +4%
CPA
670
Cardiff Park Advisors
California
$71.3K 650 -15 -2%
GI
671
Gradient Investments
Minnesota
$71.3K 649 +16 +3%
CSWM
672
Cassady Schiller Wealth Management
Ohio
$70.1K 638
BAAM
673
Baker Avenue Asset Management
California
$67.7K 616 -1 -0.2%
RI
674
Ridgewood Investments
New Jersey
$67.2K 612
PWM
675
Provident Wealth Management
Tennessee
$65.5K 596