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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 %
MIC
426
Means Investment Company
Maine
$425K +$62.2K +613 +17%
DIA
427
Dana Investment Advisors
Wisconsin
$424K -$546K -5,376 -56%
DY
428
Dowling & Yahnke
California
$420K
WWM
429
Western Wealth Management
Colorado
$419K -$92.2K -905 -18%
AIM
430
Allen Investment Management
New York
$411K
FAIM
431
Financial Advocates Investment Management
Washington
$406K -$43.1K -425 -10%
WT
432
Washington Trust
Rhode Island
$406K
AW
433
ACG Wealth
Georgia
$402K +$203 +2 +0.1%
1SB
434
1ST Source Bank
Indiana
$401K
SIC
435
Sterling Investment Counsel
New York
$398K +$2.63K +26 +0.7%
VFA
436
Valeo Financial Advisors
Indiana
$397K -$3.45K -34 -0.9%
EWMCB
437
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$396K
ZF
438
Zhang Financial
Michigan
$395K -$30.9K -304 -7%
AI
439
Accredited Investors
Minnesota
$393K -$24.2K -238 -6%
CI
440
CX Institutional
Indiana
$393K +$393K +3,874 New
RWG
441
Regal Wealth Group
California
$391K -$2.34K -23 -0.6%
ECG
442
Edge Capital Group
Georgia
$390K
FM
443
Foster & Motley
Ohio
$386K -$6.4K -63 -2%
PWM
444
PRW Wealth Management
Massachusetts
$382K
PIFP
445
Partners in Financial Planning
Virginia
$381K +$104K +942 +38%
AA
446
Aire Advisors
California
$378K +$47.4K +467 +14%
EAM
447
Evanson Asset Management
California
$375K +$43.2K +425 +13%
FIA
448
Foundations Investment Advisors
Arizona
$375K +$138K +1,349 +58%
WKSWA
449
White Knight Strategic Wealth Advisors
New Jersey
$374K -$4.87K -48 -1%
CCG
450
Cypress Capital Group
Florida
$365K +$53.5K +527 +17%