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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 %
CM
76
Churchill Management
California
$12.4M 112,812 -4,718 -4%
Northern Trust
77
Northern Trust
Illinois
$12.2M 111,106 -5,572 -5%
SS
78
Simplicity Solutions
Minnesota
$12.2M 110,929 +40,765 +58%
BF
79
BOK Financial
Oklahoma
$12M 109,478 -4,441 -4%
Goldman Sachs
80
Goldman Sachs
New York
$11.9M 108,018 -13,141 -11%
FWM
81
FSA Wealth Management
Massachusetts
$11.8M 107,864 +2,439 +2%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$11.5M 104,471 +2,077 +2%
FTS
83
Fifth Third Securities
Ohio
$11.1M 101,393 +3,464 +4%
Creative Planning
84
Creative Planning
Kansas
$11M 100,566 +8,496 +9%
HIP
85
HUB Investment Partners
Texas
$10.9M 99,582 -232 -0.2%
FFN
86
Focus Financial Network
Minnesota
$10.3M 93,795 +7,405 +9%
BIM
87
Bridges Investment Management
Nebraska
$10.2M 92,615
JFG
88
JMG Financial Group
Illinois
$9.82M 89,428 -1,337 -1%
JIC
89
Johnson Investment Counsel
Ohio
$9.71M 88,386 -269 -0.3%
SPIA
90
Steward Partners Investment Advisory
New York
$9.62M 87,551 -4,543 -5%
MGIA
91
Moneta Group Investment Advisors
Missouri
$9.53M 86,726 +2,482 +3%
XF
92
XML Financial
Maryland
$9.4M 85,552 +571 +0.7%
ACA
93
Anchor Capital Advisors
Massachusetts
$9.33M 84,937 -31,152 -27%
Prudential Financial
94
Prudential Financial
New Jersey
$9.14M 83,202 +1,382 +2%
KPWS
95
Kestra Private Wealth Services
Texas
$8.95M 81,460 +5,794 +8%
E
96
ETFidea
New York
$8.94M 81,350 -393 -0.5%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$8.74M 79,464 -3,826 -5%
FHA
98
First Horizon Advisors
Tennessee
$8.65M 78,750 -638 -0.8%
FCAM
99
First Citizens Asset Management
North Carolina
$8.51M 77,505 +24,820 +47%
Principal Financial Group
100
Principal Financial Group
Iowa
$8.44M 76,800 -19,900 -21%