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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 Holding Trade Value Shares
Change
Shares
Change %
SVWAG
351
Sound View Wealth Advisors Group
Georgia
$565K -$10.8K -95 -2%
STAS
352
Strong Tower Advisory Services
Minnesota
$558K +$558K +4,805 New
PFC
353
Phocas Financial Corp
California
$555K
IC
354
IEQ Capital
California
$551K
DC
355
Davenport & Co
Virginia
$546K +$42K +371 +8%
FWP
356
Falcon Wealth Planning
California
$541K -$6.9K -61 -1%
CW
357
CreativeOne Wealth
Kansas
$541K +$541K +4,775 New
PWM
358
PRW Wealth Management
Massachusetts
$539K +$539K +4,761 New
TGAM
359
TBH Global Asset Management
Tennessee
$536K
MMA
360
Miracle Mile Advisors
California
$535K -$374K -3,296 -41%
CCM
361
Cohen Capital Management
California
$529K
9WM
362
9258 Wealth Management
Ohio
$525K +$15.7K +139 +3%
PB
363
Pinnacle Bancorp
Nebraska
$512K +$4.76K +42 +0.9%
SWPG
364
Strategic Wealth Partners Group
Illinois
$510K +$510K +4,506 New
JFGIW
365
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$506K +$12.1K +107 +2%
FUBT
366
First United Bank & Trust
Maryland
$501K +$8.26K +73 +2%
MCM
367
Manchester Capital Management
Vermont
$496K
MCM
368
MV Capital Management
Maryland
$492K
CCP
369
Corient Capital Partners
California
$487K
ZF
370
Zhang Financial
Michigan
$482K -$19.7K -174 -4%
OFG
371
Oxford Financial Group
Indiana
$482K -$2.27K -20 -0.5%
WT
372
Washington Trust
Rhode Island
$481K
CAG
373
Csenge Advisory Group
Florida
$481K +$102K +885 +27%
WWA
374
WC Walker & Associates
California
$479K -$38.3K -338 -7%
BEAM
375
Baker Ellis Asset Management
Washington
$476K