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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 %
HAFS
51
Hapanowicz & Associates Financial Services
Pennsylvania
$18M 164,000 -6,937 -4%
RA
52
Rodgers & Associates
Pennsylvania
$17.3M 157,855 +2,536 +2%
RJA
53
Raymond James & Associates
Florida
$17.3M 157,637 -41,337 -21%
FC
54
Forte Capital
New York
$17.3M 157,571 -4,951 -3%
AMG
55
Asset Management Group
Connecticut
$17.2M 157,025 -1,457 -0.9%
CAN
56
Cetera Advisor Networks
California
$16.5M 150,464 +10,541 +8%
SEI Investments
57
SEI Investments
Pennsylvania
$16.4M 148,917 -87,611 -37%
TFCP
58
Twin Focus Capital Partners
Massachusetts
$16.1M 146,860 -2,454 -2%
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$16M 145,987 +655 +0.5%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$15.6M 142,282 +16,338 +13%
RFA
61
RTD Financial Advisors
Pennsylvania
$15.2M 138,501 +2,469 +2%
WA
62
Waverly Advisors
Alabama
$15.1M 137,587 -1,924 -1%
LFWA
63
LBJ Family Wealth Advisors
Texas
$14.5M 131,811 -1,113 -0.8%
Stifel Financial
64
Stifel Financial
Missouri
$14.5M 131,709 +2,955 +2%
HighTower Advisors
65
HighTower Advisors
Illinois
$14.4M 131,138 +4,131 +3%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$14.2M 129,044 -999 -0.8%
AAS
67
Avantax Advisory Services
Texas
$13.8M 125,692 +5,701 +5%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$13.5M 123,205 -2,304 -2%
UB
69
UMB Bank
Missouri
$13.3M 121,130 -3,132 -3%
GG
70
GenWealth Group
New Jersey
$13.2M 119,921 +119,921 New
BCWM
71
Bartlett & Co Wealth Management
Ohio
$13M 118,582 +6,420 +6%
BC
72
Bartlett & Co
Ohio
$13M 118,582 +6,420 +6%
GW
73
GW & Wade
Massachusetts
$12.9M 117,567 -2,946 -2%
BPWM
74
Badgley Phelps Wealth Managers
Washington
$12.6M 114,863 +5,329 +5%
NA
75
NewEdge Advisors
Louisiana
$12.5M 113,695 -17,129 -13%