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iShares Russell Mid-Cap Value ETF

669 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 230 increasing their positions, 190 reducing their positions, and 45 closing their positions.

Holders
669
Holders Change
-2
Holders Change %
-0.3%
% of All Funds
11.75%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.61%
New
56
Increased
230
Reduced
190
Closed
45
Calls
$3.02M
Puts
$260K
Net Calls
+$2.76M
Net Calls Change
+$752K
Name Market Value Shares Shares
Change
Shares
Change %
SFG
226
Sowa Financial Group
Rhode Island
$1.53M 13,498 +285 +2%
PFA
227
Pure Financial Advisors
California
$1.52M 13,440 -243 -2%
PSF
228
Pacific Sun Financial
California
$1.5M 13,249 +13,249 New
Susquehanna International Group
229
Susquehanna International Group
Pennsylvania
$1.49M 13,113 -7,534 -36%
BPWM
230
Badgley Phelps Wealth Managers
Washington
$1.46M 12,880 +12,880 New
KCM
231
Kennedy Capital Management
Missouri
$1.45M 12,816 +10,405 +432%
OPS
232
Orion Portfolio Solutions
Nebraska
$1.44M 12,745 +213 +2%
BIA
233
BHK Investment Advisors
Alabama
$1.43M 12,640 +378 +3%
SCG
234
Sonata Capital Group
Washington
$1.43M 12,591
HNB
235
Huntington National Bank
Ohio
HI
236
Harbour Investments
Wisconsin
$1.4M 12,382 -1,555 -11%
Franklin Resources
237
Franklin Resources
California
$1.39M 12,310 +931 +8%
EWA
238
ERTS Wealth Advisors
Michigan
$1.39M 12,294 +330 +3%
BI
239
Berkeley Inc
Idaho
$1.38M 12,229 -897 -7%
BTWM
240
Baker Tilly Wealth Management
Wisconsin
$1.38M 12,153
ACA
241
Affinity Capital Advisors
California
$1.37M 12,109 -739 -6%
FNT
242
First National Trust
Pennsylvania
$1.35M 11,921 +1,347 +13%
FA
243
Flagstar Advisors
New York
$1.33M 11,725 +11,725 New
BFM
244
Broadview Financial Management
Wisconsin
$1.32M 11,646 -210 -2%
AIC
245
Ameritas Investment Company
Nebraska
$1.32M 11,612 +4,916 +73%
BU
246
BBVA USA
Alabama
$1.26M 11,128 -1,097 -9%
TNB
247
Thomasville National Bank
Georgia
$1.26M 11,117 +16 +0.1%
PCIA
248
Prime Capital Investment Advisors
Kansas
$1.25M 11,043 +1,150 +12%
Kovitz Investment Group Partners
249
Kovitz Investment Group Partners
Illinois
$1.23M 10,842 -1,544 -12%
AI
250
Atria Investments
North Carolina
$1.22M 10,811 +10,811 New