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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 %
TAM
526
Townsend Asset Management
North Carolina
$114K 1,045
PA
527
Parallel Advisors
California
$114K 1,047 +978 +1,417%
ST
528
Smithfield Trust
Pennsylvania
$113K 1,030
WB
529
Webster Bank
Connecticut
$110K 1,006
SG Americas Securities
530
SG Americas Securities
New York
$109K 1,000 +1,000 New
JCM
531
Jacobi Capital Management
Pennsylvania
$106K 971
DSC
532
Duncker Streett & Co
Missouri
$105K 961
CWA
533
Clearview Wealth Advisors
Oregon
$101K 926 +926 New
BW
534
Bison Wealth
Georgia
$94K 864 +30 +4%
HFA
535
Hoover Financial Advisors
Pennsylvania
$92K 800 +774 +2,977%
MFA
536
McClarren Financial Advisors
Pennsylvania
$84K 769 +3 +0.4%
PWM
537
Prentice Wealth Management
New York
$83K 763 +763 New
TCOV
538
Trust Company of Vermont
Vermont
$80K 731 -2 -0.3%
TC
539
Trust Company
Kansas
$78K 717 -82 -10%
OC
540
Oakworth Capital
Alabama
$76K 698
EFSCE
541
Enterprise Financial Services Corp (EFSC)
Missouri
$76K 696
PWM
542
Provident Wealth Management
Tennessee
$72K 656 -541 -45%
SQA
543
Simon Quick Advisors
New Jersey
$72K 660 -388 -37%
ME
544
McIlrath & Eck
Washington
$71K 653
KFP
545
KB Financial Partners
New Jersey
$70K 638 +638 New
PC
546
Permanens Capital
New York
$68K 620
Bessemer Group
547
Bessemer Group
New Jersey
$66K 604 -135 -18%
OIA
548
Optimum Investment Advisors
Illinois
$65K 591
CL
549
COWA LLC
Oklahoma
$65K 400 +100 +33%
TCWA
550
Ten Capital Wealth Advisors
Washington
$64K 590 -14 -2%