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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.

New
Increased
Maintained
Reduced
Closed
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 %
BlackRock
301
BlackRock
New York
$724K -$4.89M -44,803 -87%
KWM
302
Kingsview Wealth Management
Oregon
$722K +$165K +1,497 +30%
FMTC
303
Farmers & Merchants Trust Company
California
$719K
PCG
304
Private Capital Group
Connecticut
$719K +$42.5K +389 +6%
FCH
305
Freestone Capital Holdings
Washington
$717K -$11K -101 -2%
RIM
306
Rockbridge Investment Management
New York
$714K -$109 -1 -0%
CG
307
Colony Group
Massachusetts
$713K +$19.2K +176 +3%
AAM
308
Autus Asset Management
Arizona
$711K +$62.3K +570 +10%
MA
309
MCF Advisors
Kentucky
$703K
HB
310
Homrich & Berg
Georgia
$699K +$13.4K +123 +2%
CWM
311
Cahaba Wealth Management
Georgia
$674K +$4.81K +44 +0.7%
GT
312
Glenview Trust
Kentucky
$668K
ACA
313
Anchor Capital Advisors
Massachusetts
$659K -$21.3M -195,167 -97%
CAC
314
Certified Advisory Corp
Florida
$659K +$659K +6,029 New
MWP
315
MYCIO Wealth Partners
Pennsylvania
$656K
GM
316
GeoWealth Management
Illinois
$647K -$2.21M -20,150 -77%
BB
317
Busey Bank
Illinois
$645K
TWP
318
Total Wealth Planning
Ohio
$627K -$102K -929 -14%
TI
319
Truepoint Inc
Ohio
$624K -$117K -1,074 -16%
DWA
320
Douglass Winthrop Advisors
New York
$623K
JWCA
321
J.W. Cole Advisors
Florida
$618K +$235K +2,147 +61%
CWM
322
Cornerstone Wealth Management
Missouri
$615K +$36.5K +334 +6%
CAM
323
Cubic Asset Management
Massachusetts
$614K -$3.82K -35 -0.6%
CAL
324
Capital Analysts LLC
Pennsylvania
$601K +$321K +2,933 +114%
FNBT
325
FineMark National Bank & Trust
Florida
$587K +$6.45K +59 +1%