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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 %
JPMPWA
101
J.P. Morgan Private Wealth Advisors
California
$8.34M 75,930 -105,749 -58%
TRCT
102
Tower Research Capital (TRC)
New York
$8.3M 75,532 +75,435 +77,768%
FPIS
103
Financial Planning & Information Services
Wisconsin
$8.12M 73,939 -1,811 -2%
SC
104
Savant Capital
Illinois
$7.9M 71,940 -112 -0.2%
MML Investors Services
105
MML Investors Services
Massachusetts
$7.66M 69,774 -3,131 -4%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$7.52M 68,439 -20,495 -23%
WSTAM
107
Wilbanks Smith & Thomas Asset Management
Virginia
$7.33M 66,722 -1,143 -2%
Citadel Advisors
108
Citadel Advisors
Florida
$7.28M 66,305 +66,305 New
MCM
109
MAI Capital Management
Ohio
$7.21M 65,629 -863 -1%
PAG
110
Private Advisor Group
New Jersey
$7.18M 64,070 -2,098 -3%
OAM
111
Occidental Asset Management
California
$6.89M 62,706 +2,664 +4%
WFA
112
WestHill Financial Advisors
California
$6.78M 61,764 +710 +1%
IWA
113
Inspirion Wealth Advisors
Illinois
$6.51M 59,268 -1,141 -2%
SW
114
Simplicity Wealth
New Jersey
$6.33M 57,633 -983 -2%
NW
115
NewEdge Wealth
Pennsylvania
$6.31M 57,481 -745 -1%
CG
116
Corundum Group
Colorado
$5.7M 51,899 +3,271 +7%
ML
117
McAdam LLC
Pennsylvania
$5.67M 51,582 +500 +1%
BFG
118
Bleakley Financial Group
New Jersey
$5.64M 51,337 -3,372 -6%
AI
119
Accredited Investors
Minnesota
$5.6M 51,013 -525 -1%
JJBC
120
James J. Burns & Company
New York
$5.41M 49,283 -502 -1%
LI
121
Leeward Investments
Massachusetts
$5.4M 49,157 -10,932 -18%
PFP
122
Pinnacle Financial Partners
Tennessee
$5.31M 48,373 +2,756 +6%
TSW
123
Thompson Siegel & Walmsley
Virginia
$5.27M 47,974 -21,389 -31%
GAB
124
German American Bancorp
Indiana
$5.04M 45,872 +1,527 +3%
PIA
125
Powell Investment Advisors
Florida
$5.02M 45,737 -6,752 -13%