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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 %
SCA
701
Stonebridge Capital Advisors
Minnesota
$41.2K 375 +372 +12,400%
HR
702
Howe & Rusling
New York
$39.9K 363
UCB
703
United Community Bank
South Carolina
$39.8K 362
HWM
704
Horizons Wealth Management
North Carolina
$37.3K 340 -33 -9%
SMA
705
Sage Mountain Advisors
Georgia
$36.9K 336
BFO
706
Biltmore Family Office
North Carolina
$34.1K 310
PAG
707
Paladin Advisory Group
Iowa
$33.4K 304
PCMC
708
Private Capital Management (Colorado)
Colorado
$32.6K 297 -118 -28%
POIA
709
Pin Oak Investment Advisors
Texas
$32K 293 +165 +129%
DMKJ
710
David M. Knott Jr
$30K 273
WAG
711
Windsor Advisory Group
Ohio
$29.7K 270
SS
712
Sunbelt Securities
Texas
$29.3K 266 +1 +0.4%
NC
713
NewSquare Capital
Pennsylvania
$29.1K 265
CAL
714
Capital Advisors Ltd
Ohio
$29K 260
FWM
715
Focused Wealth Management
New York
$28.7K 261
IRC
716
Investors Research Corp
Georgia
$28.4K 259
RFA
717
Register Financial Advisors
Georgia
$27.9K 254
LWANC
718
Laurel Wealth Advisors (North Carolina)
North Carolina
$27.2K 248
Deutsche Bank
719
Deutsche Bank
Germany
$27.2K 248
TF
720
Tompkins Financial
New York
$27.2K 248
LFG
721
Larson Financial Group
Missouri
$27.1K 246 -10 -4%
PP
722
PrairieView Partners
Minnesota
$27K 252
NF
723
Norwood Financial
Pennsylvania
$26.4K 240
CSB
724
City State Bank
Iowa
$26K 240 -130 -35%
AWM
725
Abound Wealth Management
Tennessee
$24.5K 223 -6 -3%