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iShares Russell Mid-Cap Value ETF

761 hedge funds and large institutions have $11.5B invested in iShares Russell Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 273 increasing their positions, 221 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
-20
Holders Change %
-2.56%
% of All Funds
12.04%
Holding in Top 10
33
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.38%
% of All Funds
0.52%
New
68
Increased
273
Reduced
221
Closed
72
Calls
$2.85M
Puts
Net Calls
+$2.85M
Net Calls Change
+$166K
Name Holding Trade Value Shares
Change
Shares
Change %
B
401
Bensler
Washington
$563K +$563K +4,707 New
CCM
402
Cohen Capital Management
California
$563K +$1.32K +11 +0.2%
MWM
403
Maripau Wealth Management
Indiana
$562K -$75.3K -644 -12%
HWM
404
Horizon Wealth Management
Illinois
$557K
WANY
405
Wealthspire Advisors (New York)
New York
$551K +$129K +1,082 +31%
SF
406
Summit Financial
New Jersey
$551K +$5.86K +49 +1%
TC
407
TownSquare Capital
Utah
$549K -$20.6K -172 -4%
PB
408
Pinnacle Bancorp
Nebraska
$549K +$8.26K +69 +2%
CWM
409
Cahaba Wealth Management
Georgia
$547K -$26.3K -234 -5%
MMA
410
Miracle Mile Advisors
California
$547K -$21.2K -177 -4%
CIC
411
Carnegie Investment Counsel
Ohio
$547K +$38.7K +324 +8%
9WM
412
9258 Wealth Management
Ohio
$543K
Dimensional Fund Advisors
413
Dimensional Fund Advisors
Texas
$534K
EFS
414
Essex Financial Services
Connecticut
$529K +$32.5K +272 +7%
FAIM
415
Financial Advocates Investment Management
Washington
$529K +$101K +846 +24%
MCM
416
Manchester Capital Management
Vermont
$524K
CCP
417
Corient Capital Partners
California
$515K
RTL
418
Red Tortoise LLC
Georgia
$513K
CPSC
419
Carl P. Sherr & Co
Massachusetts
$510K +$36.5K +305 +8%
SWPG
420
Strategic Wealth Partners Group
Illinois
$508K -$53.9K -450 -10%
GFP
421
Gryphon Financial Partners
Ohio
$507K
WWA
422
WC Walker & Associates
California
$504K
ZF
423
Zhang Financial
Michigan
$501K +$2.87K +24 +0.6%
DY
424
Dowling & Yahnke
California
$495K
BEAM
425
Baker Ellis Asset Management
Washington
$491K