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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 %
SC
376
Savant Capital
Illinois
$415K +$53.2K +487 +15%
GG
377
Greenwood Gearhart
Arkansas
$411K -$21.1K -193 -5%
WANY
378
Wealthspire Advisors (New York)
New York
$409K +$96.7K +885 +31%
HH
379
Hilltop Holdings
Texas
$408K +$408K +3,731 New
VWA
380
V Wealth Advisors
Kansas
$406K -$16.4K -150 -4%
ECG
381
Edge Capital Group
Georgia
$401K -$70K -640 -15%
BCI
382
Brinker Capital Investments
Pennsylvania
$399K -$1.65M -15,106 -81%
Neuberger Berman Group
383
Neuberger Berman Group
New York
$399K -$19K -174 -5%
FMWA
384
Forvis Mazars Wealth Advisors
Missouri
$398K
DW
385
Domani Wealth
Pennsylvania
$398K +$22.2K +203 +6%
CG
386
Caprock Group
Idaho
$396K
IWP
387
Icon Wealth Partners
Texas
$390K
MIC
388
Means Investment Company
Maine
$390K +$1.09K +10 +0.3%
MBT
389
Montecito Bank & Trust
California
$387K
HSWM
390
Hubbell Strickland Wealth Management
Louisiana
$387K +$328 +3 +0.1%
IA
391
IFP Advisors
Florida
$387K +$168K +1,538 +77%
VFA
392
Valeo Financial Advisors
Indiana
$386K +$50.1K +458 +15%
CWM
393
Cranbrook Wealth Management
Michigan
$385K -$86.4K -790 -18%
AWA
394
Artemis Wealth Advisors
New York
$383K
PCA
395
Personal Capital Advisors
California
$378K +$84.2K +771 +29%
RMDI
396
R.M. Davis Inc
Maine
$376K
PFO
397
Pathstone Family Office
New Jersey
$375K +$547 +5 +0.1%
APW
398
Acima Private Wealth
Virginia
$373K
BFA
399
Bragg Financial Advisors
North Carolina
$361K +$361K +3,300 New
CAAS
400
Capital Asset Advisory Services
Michigan
$358K +$27.6K +253 +8%