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iShares Russell Mid-Cap Value ETF

655 hedge funds and large institutions have $10.2B invested in iShares Russell Mid-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 183 increasing their positions, 231 reducing their positions, and 46 closing their positions.

Holders
655
Holders Change
+26
Holders Change %
+4.13%
% of All Funds
11.53%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.55%
New
78
Increased
183
Reduced
231
Closed
46
Calls
$2M
Puts
$568K
Net Calls
+$1.43M
Net Calls Change
-$3.8M
Name Holding Trade Value Shares
Change
Shares
Change %
NP
276
NorthRock Partners
Minnesota
$867K +$765 +7 +0.1%
ASN
277
Advisory Services Network
Georgia
$861K -$27.4K -251 -3%
CFG
278
Cooper Financial Group
California
$858K +$59.3K +543 +7%
LW
279
Linscomb Wealth
Texas
$854K
DI
280
DAGCO Inc
Ohio
$850K +$322K +2,945 +61%
CBN
281
Cadence Bank NA
Texas
$822K
SWM
282
Spire Wealth Management
Virginia
$821K +$821K +7,508 New
IWM
283
IHT Wealth Management
Illinois
$814K -$40.3K -369 -5%
DADC
284
D.A. Davidson & Co
Montana
$795K -$8.2K -75 -1%
GL
285
Graypoint LLC
New York
$794K
PTC
286
Private Trust Company
Ohio
$793K -$12.1K -111 -2%
SSB
287
Sandy Spring Bank
Maryland
$768K +$22.4K +205 +3%
HNB
288
Huntington National Bank
Ohio
$767K -$589K
RJT
289
Raymond James Trust
Florida
$761K
MW
290
Marcum Wealth
Ohio
$757K -$25.3K -231 -3%
HCMT
291
Highland Capital Management (Tennessee)
Tennessee
$757K -$10.9K -100 -1%
MFW
292
Mosaic Family Wealth
Missouri
$755K -$33K -302 -4%
SAM
293
Silvercrest Asset Management
New York
$748K
PA
294
PFG Advisors
Arizona
$743K +$743K +6,796 New
HCA
295
Harbour Capital Advisors
Virginia
$742K +$742K +6,785 New
GIA
296
Gladstone Institutional Advisory
Florida
$737K +$737K +6,742 New
NFG
297
Next Financial Group
Texas
$736K -$239K -2,191 -25%
RB
298
Renasant Bank
Mississippi
$735K -$7.65K -70 -1%
GTAM
299
Global Trust Asset Management
Florida
$731K +$219 +2 +0%
SWP
300
Summit Wealth Partners
Florida
$728K +$309K +2,827 +74%