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iShares Russell Mid-Cap Value ETF

781 hedge funds and large institutions have $12.2B invested in iShares Russell Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 274 increasing their positions, 173 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
+112
Holders Change %
+16.74%
% of All Funds
12.06%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.6%
New
157
Increased
274
Reduced
173
Closed
34
Calls
$2.89M
Puts
$208K
Net Calls
+$2.68M
Net Calls Change
-$83K
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
401
Horizon Wealth Management
Illinois
$570K +$570K +4,658 New
BPA
402
Beacon Pointe Advisors
California
$561K -$466K -3,809 -45%
SF
403
Summit Financial
New Jersey
$557K +$145K +1,183 +35%
9WM
404
9258 Wealth Management
Ohio
$556K -$11.3K -92 -2%
PB
405
Pinnacle Bancorp
Nebraska
$553K
NFG
406
Next Financial Group
Texas
$547K +$42.4K +347 +8%
Dimensional Fund Advisors
407
Dimensional Fund Advisors
Texas
$546K +$546K +4,460 New
JFGIW
408
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$538K -$8.94K -73 -2%
MCM
409
Manchester Capital Management
Vermont
$536K
MCM
410
MV Capital Management
Maryland
$532K
RIA
411
Regal Investment Advisors
Michigan
$527K +$202K +1,650 +62%
CCP
412
Corient Capital Partners
California
$526K
RTL
413
Red Tortoise LLC
Georgia
$524K
WT
414
Washington Trust
Rhode Island
$520K
CIC
415
Carnegie Investment Counsel
Ohio
$520K +$520K +4,252 New
GFP
416
Gryphon Financial Partners
Ohio
$519K +$22.8K +186 +5%
WWA
417
WC Walker & Associates
California
$516K
HH
418
HWG Holdings
Texas
$514K +$514K +4,204 New
WH
419
Willner & Heller
California
$511K +$511K +4,512 New
ZF
420
Zhang Financial
Michigan
$510K -$11.5K -94 -2%
EFS
421
Essex Financial Services
Connecticut
$508K
DY
422
Dowling & Yahnke
California
$506K
RWG
423
Regal Wealth Group
California
$503K -$6.3M -51,478 -93%
BEAM
424
Baker Ellis Asset Management
Washington
$503K
AI
425
Accredited Investors
Minnesota
$502K +$367 +3 +0.1%