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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 %
MSFS
501
Main Street Financial Solutions
Pennsylvania
$325K
ONB
502
Old National Bancorp
Indiana
$325K +$325K +2,719 New
VA
503
Valmark Advisers
Ohio
$322K +$4.91K +41 +2%
WMA
504
West Michigan Advisors
Michigan
$320K +$16.7K +139 +5%
CAAS
505
Capital Asset Advisory Services
Michigan
$319K
TI
506
Trexquant Investment
Connecticut
$317K +$317K +2,646 New
FPGK
507
Financial Partners Group (Kansas)
Kansas
$316K +$316K +2,642 New
FA
508
FDx Advisors
Illinois
$311K -$129K -1,077 -29%
Lazard Asset Management
509
Lazard Asset Management
New York
$311K -$25.1K -210 -7%
EPWM
510
Essex Private Wealth Management
Massachusetts
$311K +$311K +2,599 New
CHJWM
511
Carlton Hofferkamp & Jenks Wealth Management
Texas
$310K -$51.7K -434 -14%
BDF
512
Balasa Dinverno & Foltz
$310K
AT
513
American Trust
Kentucky
$310K +$79K +660 +34%
PCA
514
Providence Capital Advisors
North Carolina
$310K +$310K +2,595 New
HF
515
Halpern Financial
Virginia
$308K
LC
516
LCNB Corp
Ohio
$308K -$33.7K -281 -10%
TA
517
TFG Advisers
Michigan
$308K +$718 +6 +0.2%
PFG
518
Pacific Financial Group
Washington
$307K
WP
519
WealthPLAN Partners
Nebraska
$307K +$77K +684 +33%
WIM
520
WealthPlan Investment Management
Nebraska
$307K +$307K +2,727 New
CA
521
Continuum Advisory
Idaho
$305K +$305K +2,713 New
FLPIM
522
F.L. Putnam Investment Management
Massachusetts
$303K +$50.2K +419 +20%
PPP
523
Private Portfolio Partners
New Jersey
$302K +$82.4K +689 +38%
BMCM
524
Bryn Mawr Capital Management
Pennsylvania
$301K
PFBT
525
Parkside Financial Bank & Trust
Missouri
$301K +$240 +2 +0.1%