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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 %
AI
426
Accredited Investors
Minnesota
$491K +$239 +2 +0%
AIM
427
Allen Investment Management
New York
$484K
WT
428
Washington Trust
Rhode Island
$479K -$29.9K -250 -6%
AW
429
ACG Wealth
Georgia
$474K +$239 +2 +0.1%
1SB
430
1ST Source Bank
Indiana
$473K
VFA
431
Valeo Financial Advisors
Indiana
$472K +$52.7K +440 +13%
EWMCB
432
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$467K
SIC
433
Sterling Investment Counsel
New York
$467K +$467K +3,902 New
Cerity Partners
434
Cerity Partners
New York
$466K +$229K +1,918 +97%
FM
435
Foster & Motley
Ohio
$462K +$4.07K +34 +0.9%
T
436
TCWP
Ohio
$461K +$461K +3,855 New
ECG
437
Edge Capital Group
Georgia
$460K
RWG
438
Regal Wealth Group
California
$458K -$27.8K -235 -6%
PWM
439
PRW Wealth Management
Massachusetts
$450K -$120K -1,000 -21%
WKSWA
440
White Knight Strategic Wealth Advisors
New Jersey
$447K
BSW
441
Buckingham Strategic Wealth
Missouri
$447K +$68.7K +575 +18%
BFC
442
Bedel Financial Consulting
Indiana
$442K +$30.5K +255 +7%
MWM
443
Meridian Wealth Management
Kentucky
$438K
AMM
444
American Money Management
California
$437K
FUBT
445
First United Bank & Trust
Maryland
$436K -$44.2K -370 -9%
BAM
446
Belpointe Asset Management
Nevada
$434K +$63.3K +529 +17%
Millennium Management
447
Millennium Management
New York
$430K +$430K +3,590 New
Chevy Chase Trust
448
Chevy Chase Trust
Maryland
$429K
MIC
449
Means Investment Company
Maine
$428K +$1.2K +10 +0.3%
PFO
450
Pathstone Family Office
New Jersey
$427K +$15.3K +128 +4%