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iShares Russell Mid-Cap Value ETF

629 hedge funds and large institutions have $9.28B invested in iShares Russell Mid-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 186 increasing their positions, 174 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+91
Holders Change %
+16.91%
% of All Funds
11.16%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.57%
New
132
Increased
186
Reduced
174
Closed
30
Calls
$5.47M
Puts
$233K
Net Calls
+$5.24M
Net Calls Change
+$5.33M
Name Holding Trade Value Shares
Change
Shares
Change %
AI
451
Ariel Investments
Illinois
$231K +$231K +2,381 New
Bank of Montreal
452
Bank of Montreal
Ontario, Canada
$229K +$13.4K +134 +6%
RFN
453
RDA Financial Network
Iowa
$227K -$26.3K -272 -10%
GFG
454
Greystone Financial Group
Michigan
$227K +$227K +2,198 New
BP
455
Ballentine Partners
Massachusetts
$227K +$227K +2,344 New
NPF
456
Norris Perne & French
Michigan
$226K +$226K +2,327 New
AA
457
Ancora Advisors
Ohio
$223K
PPP
458
Private Portfolio Partners
New Jersey
$223K +$223K +2,298 New
SIC
459
Sigma Investment Counselors
Michigan
$222K +$222K +2,292 New
SC
460
Steph & Co
Wisconsin
$220K -$6.5K -67 -3%
LWCFA
461
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$219K +$155K +1,596 +241%
PFS
462
Prospera Financial Services
Texas
$218K +$61.8K +633 +40%
VAS
463
Vestmark Advisory Solutions
Massachusetts
$218K +$218K +2,247 New
BMCM
464
Bryn Mawr Capital Management
Pennsylvania
$218K +$218K +2,250 New
CAG
465
Crestwood Advisors Group
Massachusetts
$216K +$216K +2,229 New
FLPIM
466
F.L. Putnam Investment Management
Massachusetts
$216K +$216K +2,231 New
BWA
467
Burt Wealth Advisors
Maryland
$215K
CL
468
CPWM LLC
Washington
$215K +$215K +2,217 New
MAM
469
Marotta Asset Management
Virginia
$214K +$214K +2,202 New
CGA
470
Crescent Grove Advisors
Illinois
$210K +$210K +2,168 New
MC
471
Moors & Cabot
Massachusetts
$209K +$209K +2,153 New
TC
472
TownSquare Capital
Utah
$209K +$209K +2,159 New
RIA
473
Regal Investment Advisors
Michigan
$207K +$207K +2,135 New
BFA
474
Beacon Financial Advisory
Ohio
$207K +$207K +2,145 New
SW
475
SkyOak Wealth
Michigan
$205K +$205K +2,119 New