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iShares Russell Mid-Cap Value ETF

756 hedge funds and large institutions have $9.96B invested in iShares Russell Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-5
Holders Change %
-0.66%
% of All Funds
12.78%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.54%
New
64
Increased
270
Reduced
237
Closed
60
Calls
$1.33M
Puts
Net Calls
+$1.33M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
476
Sovereign Financial Group
Connecticut
$315K -$19.2K -189 -6%
SHWM
477
Smith & Howard Wealth Management
Georgia
$314K
DWA
478
Dougherty Wealth Advisers
Minnesota
$313K
PPW
479
Pinnacle Private Wealth
Massachusetts
$313K +$66.1K +650 +27%
PCA
480
Pallas Capital Advisors
Massachusetts
$312K -$1.8K -17 -0.6%
KWS
481
Keystone Wealth Services
California
$311K
MA
482
Mutual Advisors
Nebraska
$311K +$79.8K +785 +35%
SFG
483
SNS Financial Group
Minnesota
$309K
AWM
484
Apollon Wealth Management
South Carolina
$307K -$40.3K -397 -12%
PAI
485
Pittenger & Anderson Inc
Nebraska
$305K
LIM
486
Lathrop Investment Management
Arkansas
$303K
AMM
487
American Money Management
California
$302K -$69.3K -682 -19%
FCM
488
Firestone Capital Management
Florida
$301K
JWA
489
JFS Wealth Advisors
Pennsylvania
$299K
Renaissance Technologies
490
Renaissance Technologies
New York
$295K +$295K +2,900 New
OIA
491
OneDigital Investment Advisors
Kansas
$292K -$19.8K -195 -6%
FMWA
492
Forvis Mazars Wealth Advisors
Missouri
$291K +$92.4K +910 +47%
BAM
493
Berkshire Asset Management
Pennsylvania
$290K +$290K +2,857 New
MIC
494
Meridian Investment Counsel
California
$285K
PA
495
Pinnacle Associates
New York
$282K
RIA
496
Regal Investment Advisors
Michigan
$278K -$12.1K -119 -4%
MSFS
497
Main Street Financial Solutions
Pennsylvania
$278K +$1.53K +15 +0.6%
FLPIM
498
F.L. Putnam Investment Management
Massachusetts
$278K +$21.4K +211 +8%
SIS
499
Sound Income Strategies
Florida
$276K -$23.4K -231 -8%
BOH
500
Bank of Hawaii
Hawaii
$276K