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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 %
SHWM
476
Smith & Howard Wealth Management
Georgia
$370K
CFB
477
Cullen/Frost Bankers
Texas
$370K
DWA
478
Dougherty Wealth Advisers
Minnesota
$369K
KWS
479
Keystone Wealth Services
California
$367K
OIA
480
OneDigital Investment Advisors
Kansas
$367K +$367K +3,070 New
CCG
481
Cypress Capital Group
Florida
$367K +$367K +3,071 New
SFG
482
SNS Financial Group
Minnesota
$364K -$3.95K -33 -1%
IA
483
IFG Advisory
Georgia
$362K
MHS
484
M Holdings Securities
Oregon
$362K +$362K +3,024 New
PAI
485
Pittenger & Anderson Inc
Nebraska
$359K
MWM
486
Mission Wealth Management
California
$357K
LIM
487
Lathrop Investment Management
Arkansas
$357K
FCM
488
Firestone Capital Management
Florida
$354K
SIS
489
Sound Income Strategies
Florida
$353K -$10.8K -90 -3%
LAS
490
Lloyd Advisory Services
Georgia
$353K +$1.92K +16 +0.5%
PCA
491
Pallas Capital Advisors
Massachusetts
$352K -$81.6K -687 -19%
JWA
492
JFS Wealth Advisors
Pennsylvania
$352K
RIA
493
Regal Investment Advisors
Michigan
$342K -$174K -1,451 -34%
IF
494
Intrua Financial
Texas
$339K +$339K +2,837 New
FLI
495
Family Legacy Inc
South Carolina
$337K -$5.15K -43 -2%
MIC
496
Meridian Investment Counsel
California
$336K
PA
497
Pinnacle Associates
New York
$332K
CSWM
498
Cassady Schiller Wealth Management
Ohio
$331K +$8.5K +71 +3%
RBFC
499
Roman Butler Fullerton & Co
Missouri
$329K +$329K +2,754 New
BOH
500
Bank of Hawaii
Hawaii
$325K -$82.4K -690 -20%