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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 %
CCM
326
Cohen Capital Management
California
$585K -$11K -101 -2%
TA
327
Tiedemann Advisors
New York
$583K +$583K +5,342 New
BFEC
328
Benjamin F. Edwards & Company
Missouri
$581K +$123K +1,128 +27%
AWM
329
Atticus Wealth Management
Florida
$577K -$134K -1,226 -19%
Luther King Capital Management (LKCM)
330
Luther King Capital Management (LKCM)
Texas
$577K -$512K
Chevy Chase Trust
331
Chevy Chase Trust
Maryland
$566K +$174K +1,596 +44%
CGIM
332
Cannon Global Investment Management
Florida
$557K +$557K +5,100 New
MWM
333
Moulton Wealth Management
Washington
$556K +$556K +4,983 New
GPA
334
Guidance Point Advisors
Massachusetts
$555K +$1.97K +18 +0.4%
AA
335
Alesco Advisors
New York
$551K
FWP
336
Falcon Wealth Planning
California
$547K -$2.51K -23 -0.5%
MOACM
337
Mutual of America Capital Management
New York
$537K
PB
338
Pinnacle Bancorp
Nebraska
$533K +$260K +2,378 +95%
PFC
339
Phocas Financial Corp
California
$532K +$532K +4,873 New
IC
340
IEQ Capital
California
$531K +$531K +4,860 New
SFG
341
SNS Financial Group
Minnesota
$530K -$98.5K -900 -16%
AIC
342
Ameritas Investment Company
Nebraska
$519K +$20.8K +190 +4%
TGAM
343
TBH Global Asset Management
Tennessee
$518K +$5.03K +46 +1%
WWA
344
WC Walker & Associates
California
$509K -$254K -2,281 -33%
SWPG
345
Strategic Wealth Partners Group
Illinois
$494K +$63.4K +581 +15%
AW
346
ACG Wealth
Georgia
$490K +$219 +2 +0%
FUBT
347
First United Bank & Trust
Maryland
$489K -$14.2K -130 -3%
9WM
348
9258 Wealth Management
Ohio
$489K
ZF
349
Zhang Financial
Michigan
$485K -$199K -1,817 -29%
AWA
350
Arkadios Wealth Advisors
Georgia
$483K -$122K -1,115 -20%