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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 %
CL
801
COWA LLC
Oklahoma
-122,812 Closed
BA
802
Bellwether Advisors
Nebraska
-97,843 Closed
PWAG
803
Polaris Wealth Advisory Group
California
-85,258 Closed
SEM
804
Strategic Equity Management
Arizona
-75,788 Closed
CWM
805
Chicago Wealth Management
Illinois
-40,686 Closed
MPPLM
806
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-34,809 Closed
DIM
807
Delta Investment Management
California
-28,629 Closed
NFG
808
Nadler Financial Group
Illinois
-16,770 Closed
CAC
809
Certified Advisory Corp
Florida
-14,303 Closed
IWM
810
Iams Wealth Management
Nebraska
-9,137 Closed
PFT
811
Providence First Trust
Arizona
-7,830 Closed
AWA
812
Amplius Wealth Advisors
Pennsylvania
-4,936 Closed
AC
813
Avestar Capital
New York
-4,485 Closed
PWM
814
PRW Wealth Management
Massachusetts
-3,761 Closed
AA
815
Advisory Alpha
Michigan
-3,396 Closed
IAG
816
Investment Advisory Group
Massachusetts
-3,041 Closed
BAM
817
Belpointe Asset Management
Nevada
-3,029 Closed
MHS
818
M Holdings Securities
Oregon
-3,019 Closed
IA
819
IFG Advisory
Georgia
-2,925 Closed
VVP
820
Venture Visionary Partners
Ohio
-2,652 Closed
ZIM
821
Zacks Investment Management
Illinois
-2,550 Closed
ACI
822
Alpha Cubed Investments
California
-2,262 Closed
LAM
823
LifePro Asset Management
California
-2,251 Closed
HW
824
Hancock Whitney
Mississippi
-2,207 Closed
TAM
825
Tocqueville Asset Management
New York
-2,171 Closed