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iShares Russell Mid-Cap Value ETF

830 hedge funds and large institutions have $10.6B invested in iShares Russell Mid-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 260 increasing their positions, 258 reducing their positions, and 32 closing their positions.

Holders
830
Holders Change
+89
Holders Change %
+12.01%
% of All Funds
13.39%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.58%
New
134
Increased
260
Reduced
258
Closed
32
Calls
$5.47M
Puts
$42K
Net Calls
+$5.43M
Net Calls Change
+$4.62M
Name Market Value Shares Shares
Change
Shares
Change %
DSC
676
Duncker Streett & Co
Missouri
$101K 961
FRA
677
Front Row Advisors
California
$101K 963 +854 +783%
HPC
678
HM Payson & Co
Maine
$100K 953 +578 +154%
FFA
679
Farther Finance Advisors
California
$95.3K 905 +905 New
ACA
680
Aptus Capital Advisors
Alabama
$92.8K 881
OHWP
681
Oak Harbor Wealth Partners
North Carolina
$88.2K 837 +4 +0.5%
EWM
682
EPG Wealth Management
Georgia
$87.5K 831 +3 +0.4%
MFA
683
McClarren Financial Advisors
Pennsylvania
$86K 819 +5 +0.6%
NIC
684
Northwest Investment Counselors
Oregon
$84.5K 802 +182 +29%
S
685
SignatureFD
Georgia
$81.2K 771 -298 -28%
IBOK
686
Independence Bank of Kentucky
Kentucky
$81K 772
TC
687
Trust Company
Kansas
$80K 764
SFC
688
SYM Financial Corp
Indiana
$76.4K 725 +265 +58%
AAG
689
Armstrong Advisory Group
Massachusetts
$75.6K 718 +718 New
DWMG
690
DB Wealth Management Group
California
$75.4K 716
OC
691
Oakworth Capital
Alabama
$73.5K 698
BWM
692
Baystate Wealth Management
Massachusetts
$73K 695 -88 -11%
NSIM
693
North Star Investment Management
Illinois
$72.8K 691
MCC
694
Money Concepts Capital
Florida
$72.5K 688 +640 +1,333%
CPA
695
Cardiff Park Advisors
California
$67.9K 644 +7 +1%
CSWM
696
Cassady Schiller Wealth Management
Ohio
$67.2K 638 +638 New
BAAM
697
Baker Avenue Asset Management
California
$65K 617 +617 New
PWM
698
Provident Wealth Management
Tennessee
$62.8K 596
OIA
699
Optimum Investment Advisors
Illinois
$62.3K 591
1832 Asset Management
700
1832 Asset Management
Ontario, Canada
$60.8K 577 +577 New