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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 %
JWCA
376
J.W. Cole Advisors
Florida
$571K -$8.33K -82 -1%
Neuberger Berman Group
377
Neuberger Berman Group
New York
$560K +$13.8K +136 +3%
Cerity Partners
378
Cerity Partners
New York
$549K +$153K +1,507 +39%
SWP
379
Summit Wealth Partners
Florida
$540K -$208K -2,044 -28%
SWA
380
Stratos Wealth Advisors
Ohio
$537K -$98.7K -971 -16%
TI
381
Truepoint Inc
Ohio
$535K -$2.94K -29 -0.5%
FNBOO
382
First National Bank of Omaha
Nebraska
$534K -$185K -1,825 -26%
LBC
383
Lowe Brockenbrough & Co
Virginia
$533K -$682K -6,721 -56%
TWP
384
Total Wealth Planning
Ohio
$532K -$7.31K -72 -1%
GT
385
Greenleaf Trust
Michigan
$531K
GPA
386
Guidance Point Advisors
Massachusetts
$525K +$1.93K +19 +0.4%
MLA
387
My Legacy Advisors
Oregon
$525K +$525K +5,117 New
AWA
388
Arkadios Wealth Advisors
Georgia
$519K +$30.9K +304 +6%
SG Americas Securities
389
SG Americas Securities
New York
$518K -$8.84M -87,000 -94%
FWM
390
FSA Wealth Management
Massachusetts
$518K -$6.77M -66,645 -93%
AWM
391
Atticus Wealth Management
Florida
$513K -$9.95K -98 -2%
AA
392
Alesco Advisors
New York
$512K
SVWAG
393
Sound View Wealth Advisors Group
Georgia
$507K
IC
394
IEQ Capital
California
$506K +$11.9K +117 +2%
NEWAS
395
N.E.W. Advisory Services
Wisconsin
$503K -$543K -5,340 -52%
AF
396
Allworth Financial
California
$495K -$71.6K -705 -13%
DC
397
Davenport & Co
Virginia
$491K -$8.84K -87 -2%
Qube Research & Technologies (QRT)
398
Qube Research & Technologies (QRT)
United Kingdom
$487K -$227K -2,231 -32%
VA
399
Valmark Advisers
Ohio
$484K +$211K +2,074 +77%
TGAM
400
TBH Global Asset Management
Tennessee
$481K -$18.1K -178 -4%