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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 %
BONH
726
Bank of New Hampshire
New Hampshire
$23.5K 214
PPWM
727
PFG Private Wealth Management
Florida
$23.5K 214 +35 +20%
RFA
728
Resurgent Financial Advisors
Georgia
$22.6K 206
CCM
729
Chilton Capital Management
Texas
$22.2K 202
RDIA
730
RE Dickinson Investment Advisors
Iowa
$22K 203
BAM
731
Bellevue Asset Management
Washington
$22K 200
MAWA
732
Moss Adams Wealth Advisors
Washington
$21.7K 198
MLA
733
MB, Levis & Associates
Pennsylvania
$21.7K 198
MFC
734
Mechanics Financial Corp
Ohio
$21.6K 197
AW
735
Avion Wealth
Texas
$21K 192 -38 -17%
NBT
736
Northwest Bank & Trust
Iowa
$20.9K 190 +190 New
TF
737
TimeScale Financial
Massachusetts
$20.8K 189 +59 +45%
RA
738
Rise Advisors
New York
$20.7K 188
OSAM
739
O'Shaughnessy Asset Management
Connecticut
$20.3K 185 +108 +140%
WAM
740
WFA Asset Management
Wisconsin
$18.7K 170
JFG
741
JDM Financial Group
Texas
$18.5K 168 +1 +0.6%
ANBT
742
American National Bank & Trust
Texas
$17.5K 159
LFA
743
Level Financial Advisors
New York
$16.8K 153 +153 New
FMB
744
Field & Main Bank
Kentucky
$16.5K 150
PMFA
745
Plante Moran Financial Advisors
Michigan
$15.5K 141 +13 +10%
BWA
746
BDO Wealth Advisors
Florida
$14.9K 136
BCMLT
747
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.2K 129
RG
748
Retirement Group
California
$13.8K 126
GEA
749
Glen Eagle Advisors
New Jersey
$13.8K 126
MPWT
750
MassMutual Private Wealth & Trust
Connecticut
$13.7K 125