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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 %
RIA
451
Regal Investment Advisors
Michigan
$301K 2,658 +23 +0.9%
ZIM
452
Zacks Investment Management
Illinois
$301K 2,660 +233 +10%
CF
453
Centaurus Financial
California
$300K 2,647
VPIM
454
Vanguard Personalized Indexing Management
California
$293K 2,589
BDF
455
Balasa Dinverno & Foltz
$293K 2,587
CFA
456
Carroll Financial Associates
North Carolina
$293K 2,595
HF
457
Halpern Financial
Virginia
$292K 2,576 +1,292 +101%
PFG
458
Pacific Financial Group
Washington
$291K 2,570 -300 -10%
SCA
459
Snowden Capital Advisors
New York
$289K 2,550 +2,550 New
BAM
460
Berkshire Asset Management
Pennsylvania
$288K 2,539
TA
461
TFG Advisers
Michigan
$288K 2,539 +7 +0.3%
HCIA
462
Hochman Cole Investment Advisors
Illinois
$287K 2,537
BA
463
Bridgewater Advisors
New York
$286K 2,522 +16 +0.6%
PFBT
464
Parkside Financial Bank & Trust
Missouri
$284K 2,510 +12 +0.5%
PIFP
465
Partners in Financial Planning
Virginia
$283K 2,500
AIA
466
Arbor Investment Advisors
North Carolina
$282K 2,492 +5 +0.2%
FIA
467
Foundations Investment Advisors
Arizona
$281K 2,443 -36,907 -94%
BI
468
Ballast Inc
Kentucky
$281K 2,487
WP
469
WealthPLAN Partners
Nebraska
$281K 2,329 +2,329 New
ATC
470
Argent Trust Co
Tennessee
$279K 2,464 +508 +26%
AF
471
Allworth Financial
California
$278K 2,458 +2,126 +640%
AA
472
Ancora Advisors
Ohio
$277K 2,448 +151 +7%
EI
473
Ellevest Inc
New York
$277K 2,449 +322 +15%
1IA
474
1834 Investment Advisors
Wisconsin
$275K 2,425
SCM
475
Southport Capital Management
Tennessee
$275K 2,429