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iShares Russell Mid-Cap Value ETF

830 hedge funds and large institutions have $10.6B invested in iShares Russell Mid-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 260 increasing their positions, 258 reducing their positions, and 32 closing their positions.

Holders
830
Holders Change
+89
Holders Change %
+12.01%
% of All Funds
13.39%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.58%
New
134
Increased
260
Reduced
258
Closed
32
Calls
$5.47M
Puts
$42K
Net Calls
+$5.43M
Net Calls Change
+$4.62M
Name Market Value Shares Shares
Change
Shares
Change %
MPCG
776
Matrix Private Capital Group
New York
$12.6K 120
TF
777
TimeScale Financial
Massachusetts
$12.5K 130
BWM
778
BerganKDV Wealth Management
Minnesota
$12.3K 117 +117 New
CFFP
779
Center for Financial Planning
Michigan
$12.2K 116
MFT
780
Moisand Fitzgerald Tamayo
Florida
$11.7K 111
MG
781
MilWealth Group
Wisconsin
$11.6K 110
FMTCOCP
782
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K 100
GWM
783
Grand Wealth Management
Michigan
$10.2K 97
AF
784
Affiance Financial
Minnesota
$10.1K 96
IFAM
785
Institutional & Family Asset Management
Colorado
$10.1K 96
WAM
786
Worth Asset Management
Texas
$9.69K 92
NMG
787
New Millennium Group
Utah
$9.41K 89 -39 -30%
TVWM
788
Tower View Wealth Management
Wisconsin
$9K 87 -17 -16%
KC
789
Kenfarb & Co
Kentucky
$8.22K 78
HCP
790
Hexagon Capital Partners
Arkansas
$8.01K 76 -597 -89%
SC
791
Stephens Consulting
Michigan
$7.9K 75
SIC
792
Salem Investment Counselors
North Carolina
$7.9K 75
PPWM
793
PFG Private Wealth Management
Florida
$7K 67
CSC
794
Caldwell Sutter Capital
California
$6.85K 65 +65 New
KM
795
Kalos Management
Georgia
$6.22K 59 +59 New
HH
796
HWG Holdings
Texas
$6K 59 +3 +5%
BHWM
797
Beaird Harris Wealth Management
Texas
$5.79K 55
EWM
798
Evermay Wealth Management
Virginia
$5.69K 54
RIA
799
Realta Investment Advisors
Delaware
$5.58K 53 -125 -70%
MWM
800
Mascoma Wealth Management
New Hampshire
$5.27K 50