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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 %
BAM
426
Belpointe Asset Management
Nevada
$346K 3,050 -397 -12%
QCM
427
Quest Capital Management
Texas
$345K 3,043
BRWA
428
B. Riley Wealth Advisors
Florida
$344K 3,038 +474 +18%
IA
429
IFG Advisory
Georgia
$343K 3,030
FLI
430
Family Legacy Inc
South Carolina
$342K 2,943
FCM
431
Firestone Capital Management
Florida
$340K 2,960
PAI
432
Pittenger & Anderson Inc
Nebraska
$340K 3,001 +1 +0%
BSW
433
Buckingham Strategic Wealth
Missouri
$339K 2,994
AWA
434
Arkadios Wealth Advisors
Georgia
$338K 2,991 -780 -21%
RBFC
435
Roman Butler Fullerton & Co
Missouri
$337K 2,849 +6 +0.2%
Lazard Asset Management
436
Lazard Asset Management
New York
$336K 2,975
JWA
437
JFS Wealth Advisors
Pennsylvania
$333K 2,939 +2,939 New
FA
438
FDx Advisors
Illinois
$330K 2,911 -208 -7%
RIS
439
Retirement Income Solutions
Michigan
$329K 2,905
LAS
440
Lloyd Advisory Services
Georgia
$329K 2,909 +70 +2%
MWM
441
Mission Wealth Management
California
$328K 2,896 -240 -8%
IA
442
Insight Advisors
Pennsylvania
$324K 2,675 -15 -0.6%
LC
443
LCNB Corp
Ohio
$323K 2,853
DJSG
444
D.J. St. Germain
Massachusetts
$321K 2,838 +474 +20%
NAM
445
NTV Asset Management
West Virginia
$320K 2,826
NWS
446
Newport Wealth Strategies
California
$319K 2,816
PA
447
Pinnacle Associates
New York
$314K 2,775
MSFS
448
Main Street Financial Solutions
Pennsylvania
$308K 2,719
VA
449
Valmark Advisers
Ohio
$302K 2,668 -32 -1%
CAAS
450
Capital Asset Advisory Services
Michigan
$302K 2,663