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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 %
VPIM
451
Vanguard Personalized Indexing Management
California
$427K +$32.9K +275 +8%
HSWM
452
Hubbell Strickland Wealth Management
Louisiana
$425K +$478 +4 +0.1%
WAL
453
W Advisors LLC
Tennessee
$424K -$194K -1,623 -31%
JFGIW
454
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$423K -$103K -860 -20%
RMDI
455
R.M. Davis Inc
Maine
$422K +$53.8K +450 +15%
MFGP
456
Marshall Financial Group (Pennsylvania)
Pennsylvania
$421K -$40.1K -335 -9%
RWA
457
Ropes Wealth Advisors
Massachusetts
$414K
VWA
458
V Wealth Advisors
Kansas
$414K
CWM
459
Cranbrook Wealth Management
Michigan
$411K
EA
460
Eudaimonia Advisors
Tennessee
$410K
AWM
461
Apollon Wealth Management
South Carolina
$409K +$185K +1,545 +82%
APW
462
Acima Private Wealth
Virginia
$408K
SG
463
StoneX Group
New York
$406K +$718 +6 +0.2%
MBT
464
Montecito Bank & Trust
California
$401K
IAG
465
Investment Advisory Group
Massachusetts
$401K
PCA
466
Personal Capital Advisors
California
$397K -$110K -920 -22%
IWP
467
Icon Wealth Partners
Texas
$396K -$25.9K -216 -6%
SFG
468
Sovereign Financial Group
Connecticut
$394K -$94.6K -791 -19%
DT
469
Diversified Trust
Tennessee
$392K +$171K +1,431 +78%
EAM
470
Evanson Asset Management
California
$390K +$120 +1 +0%
AA
471
Aire Advisors
California
$390K +$390K +3,260 New
AFC
472
AFT Forsyth & Company
Florida
$385K +$478 +4 +0.1%
AI
473
Ariel Investments
Illinois
$383K +$383K +3,199 New
MFG
474
Merit Financial Group
Georgia
$379K +$379K +3,166 New
SIG
475
Stonegate Investment Group
Alabama
$377K +$65.2K +544 +21%