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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.

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 %
T
451
TRUADVICE
Florida
$269K -$72.8K -631 -21%
1IA
452
1834 Investment Advisors
Wisconsin
$268K -$2.64M -24,151 -91%
AP
453
Appleton Partners
Massachusetts
$267K
SCM
454
Southport Capital Management
Tennessee
$266K +$266K +2,429 New
BRWA
455
B. Riley Wealth Advisors
Florida
$263K +$263K +2,399 New
DJSG
456
D.J. St. Germain
Massachusetts
$258K -$273K -2,500 -51%
BAM
457
Belpointe Asset Management
Nevada
$258K -$179K -1,636 -41%
RFN
458
RDA Financial Network
Iowa
$256K -$657 -6 -0.3%
BP
459
Ballentine Partners
Massachusetts
$256K
NPF
460
Norris Perne & French
Michigan
$255K +$874 +8 +0.3%
BFM
461
Boothbay Fund Management
New York
$255K +$255K +2,331 New
AA
462
Ancora Advisors
Ohio
$251K
LWCFA
463
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$247K
BWA
464
Burt Wealth Advisors
Maryland
$247K +$4.7K +43 +2%
BMCM
465
Bryn Mawr Capital Management
Pennsylvania
$246K
NFP
466
Novak Financial Planning
Maryland
$245K -$15.3K -140 -6%
MAM
467
Marotta Asset Management
Virginia
$243K
CL
468
CPWM LLC
Washington
$242K
MWM
469
Meridian Wealth Management
Kentucky
$240K -$54.6K -500 -19%
GWM
470
GSB Wealth Management
Connecticut
$239K +$239K +2,190 New
CPO
471
Cerity Partners OCIO
New York
$238K -$22.7K -208 -9%
Bank of Montreal
472
Bank of Montreal
Ontario, Canada
$237K -$18.2K -163 -7%
CGA
473
Crescent Grove Advisors
Illinois
$237K
SC
474
Steph & Co
Wisconsin
$236K -$11.6K -106 -5%
FLPIM
475
F.L. Putnam Investment Management
Massachusetts
$236K -$7.65K -70 -3%