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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 Market Value Shares Shares
Change
Shares
Change %
HR
501
Hayden Royal
North Carolina
$203K 1,853 +1,853 New
FAIM
502
Financial Advocates Investment Management
Washington
$201K 1,979 -6,186 -76%
BFA
503
Beacon Financial Advisory
Ohio
$201K 1,842 -303 -14%
RDFA
504
Ritter Daniher Financial Advisory
Ohio
$198K 1,810 +110 +6%
CCM
505
Colorado Capital Management
Colorado
$196K 1,796 -303 -14%
S
506
SignatureFD
Georgia
$195K 1,785 +249 +16%
FCFS
507
First Command Financial Services
Texas
$188K 1,717 -200 -10%
FCB
508
First Command Bank
Texas
$188K 1,717 -200 -10%
HFS
509
HBC Financial Services
Washington
$183K 1,620
KFI
510
Key Financial Inc
Pennsylvania
$173K 1,583
COCM
511
Charter Oak Capital Management
New Hampshire
$172K 1,577 -18 -1%
GWS
512
Glassman Wealth Services
Virginia
$169K 1,548
DWP
513
Destiny Wealth Partners
Florida
$162K 1,482
FHC
514
First Horizon Corporation
Tennessee
$159K 1,462 +1,224 +514%
BAM
515
Barrett Asset Management
New York
$150K 1,376 +351 +34%
HF
516
Halpern Financial
Virginia
$145K 1,326
CFGS
517
Concourse Financial Group Securities
Alabama
$143K 1,312 -393 -23%
AIM
518
Anchor Investment Management
South Carolina
$143K 1,305
PWMG
519
Prestige Wealth Management Group
New Jersey
$140K 1,279 -352 -22%
SFS
520
Sowell Financial Services
Arkansas
$130K 1,120 +912 +438%
FPS
521
Fieldpoint Private Securities
Connecticut
$128K 1,171
HH
522
HWG Holdings
Texas
$128K 1,170 +1,170 New
CBT
523
CoreFirst Bank & Trust
Kansas
$126K 1,152
WAP
524
Wealthcare Advisory Partners
Pennsylvania
$123K 1,122 +1,122 New
IAIM
525
International Assets Investment Management
Florida
$122K 1,262