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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 %
BCA
401
Biltmore Capital Advisors
New Jersey
$402K 3,554
HSWM
402
Hubbell Strickland Wealth Management
Louisiana
$401K 3,544 +4 +0.1%
CWM
403
Cranbrook Wealth Management
Michigan
$399K 3,521
WANY
404
Wealthspire Advisors (New York)
New York
$398K 3,518 +248 +8%
MFGP
405
Marshall Financial Group (Pennsylvania)
Pennsylvania
$398K 3,512 +861 +32%
AWA
406
Artemis Wealth Advisors
New York
$396K 3,500
RWA
407
Ropes Wealth Advisors
Massachusetts
$392K 3,457
VWA
408
V Wealth Advisors
Kansas
$392K 3,462
BFC
409
Bedel Financial Consulting
Indiana
$390K 3,441 +16 +0.5%
PFO
410
Pathstone Family Office
New Jersey
$388K 3,436 +6 +0.2%
APW
411
Acima Private Wealth
Virginia
$386K 3,410
SF
412
Summit Financial
New Jersey
$382K 3,371 +1,030 +44%
MBT
413
Montecito Bank & Trust
California
$379K 3,347
EAM
414
Evanson Asset Management
California
$374K 3,259
CHJWM
415
Carlton Hofferkamp & Jenks Wealth Management
Texas
$370K 3,027 -189 -6%
PFS
416
Prospera Financial Services
Texas
$369K 3,254 +749 +30%
AFC
417
AFT Forsyth & Company
Florida
$364K 3,215
BFA
418
Bragg Financial Advisors
North Carolina
$360K 3,175 -125 -4%
SIS
419
Sound Income Strategies
Florida
$359K 3,168 -364 -10%
DW
420
Domani Wealth
Pennsylvania
$357K 3,150 -166 -5%
CFB
421
Cullen/Frost Bankers
Texas
$350K 3,089
SHWM
422
Smith & Howard Wealth Management
Georgia
$350K 3,091
RMDI
423
R.M. Davis Inc
Maine
$349K 3,078 -334 -10%
DWA
424
Dougherty Wealth Advisers
Minnesota
$349K 3,086
BCM
425
BTC Capital Management
Iowa
$347K 3,069 -1,745 -36%