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iShares Russell Mid-Cap Value ETF

761 hedge funds and large institutions have $11.5B invested in iShares Russell Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 273 increasing their positions, 221 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
-20
Holders Change %
-2.56%
% of All Funds
12.04%
Holding in Top 10
33
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.38%
% of All Funds
0.52%
New
68
Increased
273
Reduced
221
Closed
72
Calls
$2.85M
Puts
Net Calls
+$2.85M
Net Calls Change
+$166K
Name Holding Trade Value Shares
Change
Shares
Change %
CGA
376
Crescent Grove Advisors
Illinois
$668K
AF
377
Allworth Financial
California
$668K +$376K +3,137 +128%
RIM
378
Rockbridge Investment Management
New York
$667K -$233K -1,939 -26%
BFA
379
Bragg Financial Advisors
North Carolina
$649K +$269K +2,250 +71%
Neuberger Berman Group
380
Neuberger Berman Group
New York
$643K -$17K -142 -3%
TA
381
Tiedemann Advisors
New York
$643K +$4.19K +35 +0.7%
TWP
382
Total Wealth Planning
Ohio
$636K -$237K -1,978 -27%
TI
383
Truepoint Inc
Ohio
$634K
IAIM
384
International Assets Investment Management
Florida
$627K +$627K +5,240 New
GT
385
Greenleaf Trust
Michigan
$626K -$76.8K -642 -11%
WH
386
Willner & Heller
California
$622K +$69.8K +570 +13%
AWM
387
Atticus Wealth Management
Florida
$616K +$1.2K +10 +0.2%
GPA
388
Guidance Point Advisors
Massachusetts
$616K +$2.39K +20 +0.4%
Luther King Capital Management (LKCM)
389
Luther King Capital Management (LKCM)
Texas
$612K -$626K
AA
390
Alesco Advisors
New York
$603K
WWM
391
Western Wealth Management
Colorado
$600K +$389K +3,252 +184%
SVWAG
392
Sound View Wealth Advisors Group
Georgia
$597K
PFM
393
Phillips Financial Management
Indiana
$593K +$593K +4,953 New
BRWA
394
B. Riley Wealth Advisors
Florida
$589K -$1.08K -9 -0.2%
DC
395
Davenport & Co
Virginia
$588K -$5.62K -47 -0.9%
TGAM
396
TBH Global Asset Management
Tennessee
$588K +$21.3K +178 +4%
IC
397
IEQ Capital
California
$582K
FWP
398
Falcon Wealth Planning
California
$581K +$10K +84 +2%
BCM
399
BTC Capital Management
Iowa
$576K
AWA
400
Arkadios Wealth Advisors
Georgia
$575K +$222K +1,858 +63%