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iShares Russell Mid-Cap Value ETF

671 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 227 increasing their positions, 206 reducing their positions, and 44 closing their positions.

Holders
671
Holders Change
+16
Holders Change %
+2.44%
% of All Funds
11.71%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.66%
New
67
Increased
227
Reduced
206
Closed
44
Calls
$2.24M
Puts
$230K
Net Calls
+$2.01M
Net Calls Change
+$580K
Name Market Value Shares Shares
Change
Shares
Change %
PFO
401
Pathstone Family Office
New Jersey
$395K 3,430 +3 +0.1%
BFC
402
Bedel Financial Consulting
Indiana
$394K 3,425 +620 +22%
RMDI
403
R.M. Davis Inc
Maine
$392K 3,412 -32 -0.9%
APW
404
Acima Private Wealth
Virginia
$392K 3,410
MBT
405
Montecito Bank & Trust
California
$385K 3,347 -196 -6%
CAG
406
Csenge Advisory Group
Florida
$382K 3,297 +355 +12%
DW
407
Domani Wealth
Pennsylvania
$381K 3,316 -328 -9%
BFA
408
Bragg Financial Advisors
North Carolina
$379K 3,300
WANY
409
Wealthspire Advisors (New York)
New York
$376K 3,270 -474 -13%
EAM
410
Evanson Asset Management
California
$375K 3,259 +7 +0.2%
AFC
411
AFT Forsyth & Company
Florida
$370K 3,215 +3 +0.1%
CPSC
412
Carl P. Sherr & Co
Massachusetts
$366K 3,180 +3,180 New
CHJWM
413
Carlton Hofferkamp & Jenks Wealth Management
Texas
$363K 3,216 -521 -14%
MWM
414
Mission Wealth Management
California
$361K 3,136 +93 +3%
FA
415
FDx Advisors
Illinois
$359K 3,119 +160 +5%
PCA
416
Personal Capital Advisors
California
$356K 3,099 -362 -10%
CFB
417
Cullen/Frost Bankers
Texas
$355K 3,089
DWA
418
Dougherty Wealth Advisers
Minnesota
$355K 3,086
SHWM
419
Smith & Howard Wealth Management
Georgia
$355K 3,091
QCM
420
Quest Capital Management
Texas
$350K 3,043
IA
421
IFG Advisory
Georgia
$348K 3,030 -71 -2%
PAI
422
Pittenger & Anderson Inc
Nebraska
$345K 3,000
NA
423
NewEdge Advisors
Louisiana
$345K 3,003 +3,003 New
BSW
424
Buckingham Strategic Wealth
Missouri
$344K 2,994 -204 -6%
Lazard Asset Management
425
Lazard Asset Management
New York
$342K 2,975