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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 %
PCA
376
Pallas Capital Advisors
Massachusetts
$472K 3,875 -1,993 -34%
SFA
377
Sequoia Financial Advisors
Ohio
$470K 4,149 -7,682 -65%
EFS
378
Essex Financial Services
Connecticut
$470K 4,149 +128 +3%
DY
379
Dowling & Yahnke
California
$468K 4,135 +17 +0.4%
NFG
380
Next Financial Group
Texas
$467K 4,126 -613 -13%
SFG
381
Sovereign Financial Group
Connecticut
$467K 4,127 +4,127 New
AI
382
Accredited Investors
Minnesota
$464K 4,100 +88 +2%
GFP
383
Gryphon Financial Partners
Ohio
$459K 4,052 -186 -4%
AIM
384
Allen Investment Management
New York
$458K 4,048
AW
385
ACG Wealth
Georgia
$458K 4,046 +2 +0%
FM
386
Foster & Motley
Ohio
$453K 3,998 +149 +4%
1SB
387
1ST Source Bank
Indiana
$448K 3,952 -145 -4%
EWMCB
388
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$442K 3,900
ECG
389
Edge Capital Group
Georgia
$435K 3,842
CAM
390
Cresset Asset Management
Illinois
$428K 3,778 +54 +1%
Neuberger Berman Group
391
Neuberger Berman Group
New York
$417K 3,688 +40 +1%
AMM
392
American Money Management
California
$414K 3,656 +3,656 New
RTL
393
Red Tortoise LLC
Georgia
$412K 4,285 +4,285 New
SFG
394
SNS Financial Group
Minnesota
$411K 3,627
VFA
395
Valeo Financial Advisors
Indiana
$409K 3,610 -52 -1%
CPSC
396
Carl P. Sherr & Co
Massachusetts
$409K 3,612 +432 +14%
PCA
397
Personal Capital Advisors
California
$407K 3,593 +494 +16%
MIC
398
Means Investment Company
Maine
$406K 3,588 +12 +0.3%
IWP
399
Icon Wealth Partners
Texas
$404K 3,567
FAIM
400
Financial Advocates Investment Management
Washington
$404K 3,568 +74 +2%