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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 %
FMII
126
Farmers & Merchants Investments Inc
Nebraska
$4.98M 45,305 -718 -2%
CA
127
Cetera Advisors
Colorado
$4.88M 44,404 -2,069 -4%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$4.84M 44,025 -4,338 -9%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$4.69M 42,661 -7,809 -15%
ECM
130
Evergreen Capital Management
Washington
$4.6M 41,873 +1,498 +4%
GT
131
Glenmede Trust
Pennsylvania
$4.57M 43,052
CI
132
Conning Inc
Connecticut
$4.38M 39,895 +4,424 +12%
CB
133
Community Bank
New York
$4.28M 38,953 -750 -2%
AWS
134
Atria Wealth Solutions
New York
$4.19M 38,136 +2,340 +7%
ANB
135
Amarillo National Bank
Texas
$4.16M 37,853 -1 -0%
PGFC
136
Peapack-Gladstone Financial Corp
New Jersey
$4.15M 37,814 -7,190 -16%
WP
137
WealthShield Partners
North Carolina
$4.08M 37,117 +4,120 +12%
DWP
138
Destiny Wealth Partners
Florida
$3.99M 35,029 -726 -2%
MG
139
Mather Group
Illinois
$3.98M 36,242 -131 -0.4%
Bank of New York Mellon
140
Bank of New York Mellon
New York
$3.91M 35,590 -7,887 -18%
WMWM
141
Whitaker-Myers Wealth Managers
Ohio
$3.79M 34,521 +6,319 +22%
IP
142
Investment Partners
Ohio
$3.68M 33,539 +9 +0%
MWM
143
Modera Wealth Management
New Jersey
$3.63M 33,067 +30,997 +1,497%
GVAG
144
Great Valley Advisor Group
Delaware
$3.63M 33,043 +218 +0.7%
CCM
145
Condor Capital Management
New Jersey
$3.61M 32,903 +371 +1%
HSA
146
HBK Sorce Advisory
Pennsylvania
$3.61M 32,835 -243 -0.7%
KFG
147
Kingdom Financial Group
Arizona
$3.6M 32,784 +32,784 New
EWA
148
EP Wealth Advisors
California
$3.58M 113,859 +91,112 +401%
RWP
149
RWA Wealth Partners
Massachusetts
$3.4M 30,994 +30,994 New
T. Rowe Price Associates
150
T. Rowe Price Associates
Maryland
$3.37M 30,708 +1,650 +6%