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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 %
OA
776
Operose Advisors
Wisconsin
$6.15K 56
EWM
777
Evermay Wealth Management
Virginia
$5.93K 54
LC
778
Lindbrook Capital
California
$5.71K 52 +19 +58%
MWM
779
Mascoma Wealth Management
New Hampshire
$5.63K 50
CWA
780
Clearview Wealth Advisors
Oregon
$4.94K 45
MFC
781
Morris Financial Concepts
South Carolina
$4.93K 45
NMG
782
New Millennium Group
Utah
$4.89K 45 -29 -39%
VNA
783
Valley National Advisers
Pennsylvania
$4K 30
FA
784
Faithward Advisors
Pennsylvania
$3.91K 35 -679 -95%
GWSG
785
GPS Wealth Strategies Group
Colorado
$3.86K 35
VCM
786
Versant Capital Management
Arizona
$3.74K 34
NFSG
787
Newbridge Financial Services Group
Florida
$3.64K 33
CA
788
Clearstead Advisors
Ohio
$3.63K 33
JWM
789
Janiczek Wealth Management
Colorado
$3.41K 31
OFG
790
Oxford Financial Group
Indiana
$2.2K 20
AC
791
AlphaCore Capital
California
$2.2K 20 +20 New
PP
792
PFS Partners
New Jersey
$2.09K 19
RWM
793
Ruedi Wealth Management
Illinois
$1.96K 18 +18 New
TAM
794
Tucker Asset Management
Colorado
$1.87K 17 -265 -94%
PGAM
795
Princeton Global Asset Management
New Jersey
$1.43K 13
TFA
796
Transamerica Financial Advisors
Florida
$1K 1 +1 New
FSWA
797
Financial Synergies Wealth Advisors
Texas
$798 7
BIA
798
Bell Investment Advisors
California
$660 6
FAM
799
Family Asset Management
South Carolina
$220 2 -9 -82%
FCAG
800
First Capital Advisors Group
New Jersey
-1 Closed