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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 %
HS
751
Horan Securities
United States
$13.7K 125
MAWCM
752
Mine & Arao Wealth Creation & Management
California
$13.7K 125 +125 New
MPCG
753
Matrix Private Capital Group
New York
$13.2K 120
BWM
754
BerganKDV Wealth Management
Minnesota
$12.9K 117 -137 -54%
CFFP
755
Center for Financial Planning
Michigan
$12.7K 116
NRG
756
Nemes Rush Group
Michigan
$12.6K 115 +115 New
MFT
757
Moisand Fitzgerald Tamayo
Florida
$12.2K 111
MG
758
MilWealth Group
Wisconsin
$12.1K 110
FRA
759
Front Row Advisors
California
$12K 109
PP
760
Pacifica Partners
Canada
$11.3K 103
FMTCOCP
761
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K 100
GWM
762
Grand Wealth Management
Michigan
$10.7K 97
IFAM
763
Institutional & Family Asset Management
Colorado
$10.5K 96
WAM
764
Worth Asset Management
Texas
$10.1K 92
TVWM
765
Tower View Wealth Management
Wisconsin
$10K 87
IPW
766
Impact Partnership Wealth
Georgia
$9.78K 89 +89 New
KC
767
Kenfarb & Co
Kentucky
$8.57K 78
HCP
768
Hexagon Capital Partners
Arkansas
$8.35K 76
SC
769
Stephens Consulting
Michigan
$8.24K 75
SIC
770
Salem Investment Counselors
North Carolina
$8.24K 75
FP
771
Financial Perspectives
Minnesota
$8.13K 74 +74 New
BWL
772
Bogart Wealth LLC
Virginia
$7.8K 71 +71 New
DFC
773
DB Fitzpatrick & Co
Idaho
$7.36K 67 +67 New
CSC
774
Caldwell Sutter Capital
California
$7.14K 65
KM
775
Kalos Management
Georgia
$6.48K 59