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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 %
ONB
401
Old National Bancorp
Indiana
$356K +$356K +3,255 New
EAM
402
Evanson Asset Management
California
$355K -$11.9K -109 -3%
AFC
403
AFT Forsyth & Company
Florida
$351K
BSW
404
Buckingham Strategic Wealth
Missouri
$350K +$45.9K +419 +15%
LBC
405
Lowe Brockenbrough & Co
Virginia
$341K +$341K +3,118 New
HTC
406
Haverford Trust Company
Pennsylvania
$339K -$73K -668 -18%
IA
407
IFG Advisory
Georgia
$339K -$7.65K -70 -2%
CFB
408
Cullen/Frost Bankers
Texas
$338K
SHWM
409
Smith & Howard Wealth Management
Georgia
$338K
DWA
410
Dougherty Wealth Advisers
Minnesota
$337K
BCM
411
BTC Capital Management
Iowa
$336K
MWM
412
Mission Wealth Management
California
$333K -$5.36K -49 -2%
QCM
413
Quest Capital Management
Texas
$333K
CAG
414
Csenge Advisory Group
Florida
$329K -$164K -1,463 -33%
PAI
415
Pittenger & Anderson Inc
Nebraska
$328K
FLI
416
Family Legacy Inc
South Carolina
$325K -$254K -2,317 -44%
Lazard Asset Management
417
Lazard Asset Management
New York
$325K
IA
418
Insight Advisors
Pennsylvania
$325K
FCM
419
Firestone Capital Management
Florida
$324K -$131K -1,200 -29%
FA
420
FDx Advisors
Illinois
$323K -$16K -147 -5%
VA
421
Valmark Advisers
Ohio
$323K -$7.1K -65 -2%
RBFC
422
Roman Butler Fullerton & Co
Missouri
$320K -$9.01K -80 -3%
RIS
423
Retirement Income Solutions
Michigan
$318K
LAS
424
Lloyd Advisory Services
Georgia
$317K -$19.7K -180 -6%
PFG
425
Pacific Financial Group
Washington
$314K -$16.5K -151 -5%