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iShares Russell Mid-Cap Value ETF

756 hedge funds and large institutions have $9.96B invested in iShares Russell Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-5
Holders Change %
-0.66%
% of All Funds
12.78%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.54%
New
64
Increased
270
Reduced
237
Closed
60
Calls
$1.33M
Puts
Net Calls
+$1.33M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
401
Cahaba Wealth Management
Georgia
$481K -$12.7K -125 -3%
B
402
Bensler
Washington
$480K +$1.83K +18 +0.4%
CCM
403
Cohen Capital Management
California
$479K +$1.12K +11 +0.2%
MWM
404
Maripau Wealth Management
Indiana
$474K -$54.7K -497 -10%
HWM
405
Horizon Wealth Management
Illinois
$473K
TC
406
TownSquare Capital
Utah
$467K
PB
407
Pinnacle Bancorp
Nebraska
$466K
MMA
408
Miracle Mile Advisors
California
$466K +$1.32K +13 +0.3%
9WM
409
9258 Wealth Management
Ohio
$465K +$3.46K +34 +0.7%
RIM
410
Rockbridge Investment Management
New York
$459K -$105K -1,036 -19%
IF
411
Intrua Financial
Texas
$445K +$157K +1,545 +54%
MCM
412
Manchester Capital Management
Vermont
$444K
EFS
413
Essex Financial Services
Connecticut
$443K -$6.61K -65 -1%
RMDI
414
R.M. Davis Inc
Maine
$441K +$82.7K +814 +23%
BDF
415
Balasa Dinverno & Foltz
$441K +$178K +1,752 +68%
SF
416
Summit Financial
New Jersey
$440K -$27.6K -272 -6%
RTL
417
Red Tortoise LLC
Georgia
$435K
WWA
418
WC Walker & Associates
California
$434K
SWPG
419
Strategic Wealth Partners Group
Illinois
$433K +$1.83K +18 +0.4%
BCM
420
BTC Capital Management
Iowa
$432K -$57.7K -567 -12%
CCP
421
Corient Capital Partners
California
$431K -$6.1K -60 -1%
GFP
422
Gryphon Financial Partners
Ohio
$431K
BFC
423
Bedel Financial Consulting
Indiana
$431K +$55.7K +549 +15%
BAM
424
Belpointe Asset Management
Nevada
$426K +$56.7K +557 +15%
CPSC
425
Carl P. Sherr & Co
Massachusetts
$425K -$7.71K -76 -2%