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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.

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 Market Value Shares Shares
Change
Shares
Change %
NC
701
NewSquare Capital
Pennsylvania
$28.1K 265 +265 New
CAL
702
Capital Advisors Ltd
Ohio
$28K 260
SS
703
Sunbelt Securities
Texas
$27.7K 265 +265 New
FWM
704
Focused Wealth Management
New York
$27.7K 261
BCM
705
Bourgeon Capital Management
Connecticut
$27.6K 260
IRC
706
Investors Research Corp
Georgia
$27.5K 259
AWM
707
Accel Wealth Management
Iowa
$27.3K 257
LFG
708
Larson Financial Group
Missouri
$27.2K 256 +1 +0.4%
RFA
709
Register Financial Advisors
Georgia
$27K 254
BWM
710
BerganKDV Wealth Management
Minnesota
$27K 254 +137 +117%
Deutsche Bank
711
Deutsche Bank
Germany
$26.3K 248
LWANC
712
Laurel Wealth Advisors (North Carolina)
North Carolina
$26.3K 248
TF
713
Tompkins Financial
New York
$26.3K 248
PP
714
PrairieView Partners
Minnesota
$26K 252
NF
715
Norwood Financial
Pennsylvania
$25.5K 240
AWM
716
Abound Wealth Management
Tennessee
$24.3K 229 +12 +6%
AW
717
Avion Wealth
Texas
$24K 230
FPB
718
First PREMIER Bank
South Dakota
$23K 217
BONH
719
Bank of New Hampshire
New Hampshire
$22.7K 214
RDIA
720
RE Dickinson Investment Advisors
Iowa
$22K 203
RFA
721
Resurgent Financial Advisors
Georgia
$21.9K 206 -858 -81%
CCM
722
Chilton Capital Management
Texas
$21.5K 202 +202 New
BAM
723
Bellevue Asset Management
Washington
$21.2K 200
MLA
724
MB, Levis & Associates
Pennsylvania
$21K 198
MAWA
725
Moss Adams Wealth Advisors
Washington
$21K 198