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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 %
TF
1
TIAA FSB
Florida
$1.42B 12,943,315 +97,408 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$871M 7,928,971 +60,137 +0.8%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$759M 6,907,990 +302,057 +5%
Wells Fargo
4
Wells Fargo
California
$535M 4,869,653 -1,053,458 -18%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$473M 4,310,458 +551,571 +15%
US Bancorp
6
US Bancorp
Minnesota
$442M 4,025,032 -38,609 -1%
Bank of America
7
Bank of America
North Carolina
$423M 3,847,867 -150,112 -4%
CB
8
Commerce Bank
Missouri
$316M 2,872,548 -78,577 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$259M 2,360,824 +9,428 +0.4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$247M 2,251,391 -182,818 -8%
Betterment LLC
11
Betterment LLC
New York
$240M 2,180,954 -32,094 -1%
BCIM
12
Bishop & Co Investment Management
Pennsylvania
$225M 24,758,629 +24,532,324 +10,840%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$221M 2,013,437 +218,365 +12%
Victory Capital Management
14
Victory Capital Management
Texas
$197M 1,789,000 -269,000 -13%
UBS Group
15
UBS Group
Switzerland
$195M 1,776,816 -71,725 -4%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$195M 1,773,771 -77,620 -4%
American Century Companies
17
American Century Companies
Missouri
$169M 1,541,765 -1,381,724 -47%
Ameriprise
18
Ameriprise
Minnesota
$164M 1,494,468 -36,176 -2%
FCBT
19
First Citizens Bank & Trust
North Carolina
$164M 1,495,099 +390,702 +35%
ZB
20
Zions Bancorporation
Utah
$145M 1,315,706 +129,776 +11%
Osaic Holdings
21
Osaic Holdings
Arizona
$129M 1,173,660 +98,656 +9%
LPL Financial
22
LPL Financial
California
$98.3M 894,901 -10,839 -1%
CCWM
23
Cassaday & Co Wealth Management
Virginia
$95.4M 868,440 +8,925 +1%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$76.4M 695,185 +41,858 +6%
SI
25
Stephens Inc
Arkansas
$76.1M 693,206 +21,388 +3%