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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 %
AAM
326
Autus Asset Management
Arizona
$704K 6,224 -55 -0.9%
CDIA
327
Capital Directions Investment Advisors
Georgia
$702K 6,202 +324 +6%
RT
328
Rockland Trust
Massachusetts
$693K 6,115 -620 -9%
HTC
329
Haverford Trust Company
Pennsylvania
$684K 6,040 -153 -2%
MWP
330
MYCIO Wealth Partners
Pennsylvania
$684K 6,038
CWM
331
Cornerstone Wealth Management
Missouri
$684K 6,044 +295 +5%
BlackRock
332
BlackRock
New York
$665K 5,876 -710 -11%
DWA
333
Douglass Winthrop Advisors
New York
$646K 5,700
CAM
334
Cubic Asset Management
Massachusetts
$637K 5,622
FNBOO
335
First National Bank of Omaha
Nebraska
$621K 5,485 +5,485 New
WIM
336
Wittenberg Investment Management
Massachusetts
$617K 5,447 +5,447 New
IA
337
IFP Advisors
Florida
$613K 5,379 +901 +20%
AIG
338
American International Group
New York
$610K 5,390 -8,100 -60%
TWP
339
Total Wealth Planning
Ohio
$607K 5,358 +82 +2%
CWM
340
Cahaba Wealth Management
Georgia
$606K 5,353 -630 -11%
TA
341
Tiedemann Advisors
New York
$605K 5,342
TI
342
Truepoint Inc
Ohio
$600K 5,299 -429 -7%
HH
343
Hilltop Holdings
Texas
$590K 5,209 -143,150 -96%
BFEC
344
Benjamin F. Edwards & Company
Missouri
$590K 5,213 -64 -1%
Chevy Chase Trust
345
Chevy Chase Trust
Maryland
$587K 5,183
LBC
346
Lowe Brockenbrough & Co
Virginia
$583K 5,149
AWM
347
Atticus Wealth Management
Florida
$579K 5,116 -178 -3%
Luther King Capital Management (LKCM)
348
Luther King Capital Management (LKCM)
Texas
GPA
349
Guidance Point Advisors
Massachusetts
$579K 5,113 +22 +0.4%
AA
350
Alesco Advisors
New York
$571K 5,040