IWS icon

iShares Russell Mid-Cap Value ETF

655 hedge funds and large institutions have $10.2B invested in iShares Russell Mid-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 183 increasing their positions, 231 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+26
Holders Change %
+4.13%
% of All Funds
11.53%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.55%
New
78
Increased
183
Reduced
231
Closed
46
Calls
$2M
Puts
$568K
Net Calls
+$1.43M
Net Calls Change
-$3.8M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
426
LCNB Corp
Ohio
$312K -$229K -2,092 -42%
FCA
427
FinTrust Capital Advisors
South Carolina
$311K
NAM
428
NTV Asset Management
West Virginia
$309K
NWM
429
Northwest Wealth Management
Iowa
$309K
NWS
430
Newport Wealth Strategies
California
$308K +$308K +2,816 New
BFC
431
Bedel Financial Consulting
Indiana
$307K +$160K +1,465 +109%
PA
432
Pinnacle Associates
New York
$303K -$28K -256 -8%
VFA
433
Voya Financial Advisors
Connecticut
$299K -$20.6K -188 -6%
MSFS
434
Main Street Financial Solutions
Pennsylvania
$297K -$25.5K -233 -8%
AIA
435
Arbor Investment Advisors
North Carolina
$297K +$437 +4 +0.1%
EBSAM
436
Eubel Brady & Suttman Asset Management
Ohio
$292K +$292K +2,670 New
CAM
437
Cresset Asset Management
Illinois
$290K +$15.3K +140 +6%
MFGP
438
Marshall Financial Group (Pennsylvania)
Pennsylvania
$289K
Financial Engines Advisors
439
Financial Engines Advisors
California
$287K -$7.86K -72 -3%
BDF
440
Balasa Dinverno & Foltz
$283K
CFA
441
Carroll Financial Associates
North Carolina
$283K
VPIM
442
Vanguard Personalized Indexing Management
California
$283K
PFBT
443
Parkside Financial Bank & Trust
Missouri
$282K -$6.99K -64 -2%
HCIA
444
Hochman Cole Investment Advisors
Illinois
$277K
SIC
445
Samalin Investment Counsel
New York
$277K +$5.68K +52 +2%
CF
446
Centaurus Financial
California
$275K +$138K +1,257 +100%
TI
447
Trexquant Investment
Connecticut
$275K +$275K +2,512 New
TA
448
TFG Advisers
Michigan
$274K +$4.81K +44 +2%
MCM
449
MV Capital Management
Maryland
$274K +$73.1K +669 +36%
BI
450
Ballast Inc
Kentucky
$271K -$1.85K -17 -0.7%