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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 %
WT
351
Washington Trust
Rhode Island
$480K
JFGIW
352
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$478K -$44.9K -411 -9%
MCM
353
Manchester Capital Management
Vermont
$478K
CCP
354
Corient Capital Partners
California
$470K
OFG
355
Oxford Financial Group
Indiana
$467K
Millennium Management
356
Millennium Management
New York
$465K +$465K +4,251 New
GFP
357
Gryphon Financial Partners
Ohio
$463K +$20.3K +186 +5%
CWS
358
Cypress Wealth Services
California
$460K
AI
359
Accredited Investors
Minnesota
$459K -$11.9K -109 -3%
BAM
360
Berkshire Asset Management
Pennsylvania
$455K
IWAG
361
Integer Wealth Advisors Group
Georgia
$450K -$22.5K -201 -5%
DY
362
Dowling & Yahnke
California
$450K
BEAM
363
Baker Ellis Asset Management
Washington
$449K
AIM
364
Allen Investment Management
New York
$448K
1SB
365
1ST Source Bank
Indiana
$448K
BCA
366
Biltmore Capital Advisors
New Jersey
$448K +$21.6K +198 +5%
EFS
367
Essex Financial Services
Connecticut
$440K +$29.8K +272 +7%
DC
368
Davenport & Co
Virginia
$439K -$21.6K -198 -5%
CHJWM
369
Carlton Hofferkamp & Jenks Wealth Management
Texas
$429K -$14.4K -125 -3%
SWA
370
Stratos Wealth Advisors
Ohio
$428K +$110K +1,002 +34%
Fisher Asset Management
371
Fisher Asset Management
Washington
$428K +$428K +3,916 New
EWMCB
372
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$426K
5L
373
55I LLC
Massachusetts
$425K +$425K +3,891 New
IB
374
Intrust Bank
Kansas
$421K
MWM
375
Modera Wealth Management
New Jersey
$417K +$191K +1,750 +85%