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iShares Russell Mid-Cap Value ETF

756 hedge funds and large institutions have $9.96B invested in iShares Russell Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-5
Holders Change %
-0.66%
% of All Funds
12.78%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.54%
New
64
Increased
270
Reduced
237
Closed
60
Calls
$1.33M
Puts
Net Calls
+$1.33M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
351
B. Riley Wealth Advisors
Florida
$655K +$155K +1,522 +31%
CFG
352
Cooper Financial Group
California
$652K -$9.65K -95 -1%
MA
353
MCF Advisors
Kentucky
$646K +$3.96K +39 +0.6%
TC
354
Trilogy Capital
California
$637K -$249K -2,455 -28%
PTC
355
Private Trust Company
Ohio
$636K -$98.3K -968 -13%
MWM
356
Meridian Wealth Management
Kentucky
$636K +$265K +2,608 +71%
WSFS
357
Wilmington Savings Fund Society
Delaware
$633K -$1.48M -14,554 -70%
SWM
358
Spire Wealth Management
Virginia
$633K -$42K -413 -6%
SAM
359
Silvercrest Asset Management
New York
$627K -$73.1K -720 -10%
MWP
360
MYCIO Wealth Partners
Pennsylvania
$623K +$2.44K +24 +0.4%
IWM
361
IHT Wealth Management
Illinois
$617K -$28.3K -279 -4%
FSA
362
Financial Sense Advisors
California
$615K +$615K +6,058 New
CDIA
363
Capital Directions Investment Advisors
Georgia
$609K -$51.5K -507 -8%
FNBT
364
FineMark National Bank & Trust
Florida
$606K -$26.4K -260 -4%
WANY
365
Wealthspire Advisors (New York)
New York
$602K +$134K +1,319 +29%
MTIC
366
Missouri Trust & Investment Company
Missouri
$601K
BSW
367
Buckingham Strategic Wealth
Missouri
$589K +$209K +2,062 +55%
WH
368
Willner & Heller
California
$588K +$71.5K +704 +14%
RT
369
Rockland Trust
Massachusetts
$586K -$12.7K -125 -2%
NP
370
NorthRock Partners
Minnesota
$581K -$23.2K -228 -4%
TB
371
Treynor Bancshares
Iowa
$581K -$9.66K -95 -2%
CAL
372
Capital Analysts LLC
Pennsylvania
$579K -$107K -1,050 -16%
DWA
373
Douglass Winthrop Advisors
New York
$579K
SG
374
StoneX Group
New York
$576K +$232K +2,281 +67%
CAM
375
Cubic Asset Management
Massachusetts
$573K -$2.33K -23 -0.4%