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iShares Russell Mid-Cap Value ETF

781 hedge funds and large institutions have $12.2B invested in iShares Russell Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 274 increasing their positions, 173 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
+112
Holders Change %
+16.74%
% of All Funds
12.06%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.6%
New
157
Increased
274
Reduced
173
Closed
34
Calls
$2.89M
Puts
$208K
Net Calls
+$2.68M
Net Calls Change
-$83K
Name Holding Trade Value Shares
Change
Shares
Change %
AF
526
Allworth Financial
California
$299K -$1.84K -15 -0.6%
ZIM
527
Zacks Investment Management
Illinois
$297K -$28.5K -233 -9%
PPW
528
Pinnacle Private Wealth
Massachusetts
$297K +$297K +2,429 New
PIFP
529
Partners in Financial Planning
Virginia
$294K
BCA
530
Biltmore Capital Advisors
New Jersey
$293K -$142K -1,158 -33%
AA
531
Ancora Advisors
Ohio
$291K -$8.19K -67 -3%
TFGT
532
TS Financial Group (TSFG)
Illinois
$291K +$25.2K +206 +9%
MCM
533
Morton Capital Management
California
$290K +$290K +2,370 New
FIA
534
Foundations Investment Advisors
Arizona
$288K -$12.2K -99 -4%
SCM
535
Southport Capital Management
Tennessee
$288K -$9.18K -75 -3%
1IA
536
1834 Investment Advisors
Wisconsin
$288K -$8.31K -68 -3%
BP
537
Ballentine Partners
Massachusetts
$287K
RFN
538
RDA Financial Network
Iowa
$286K
AFG
539
Allegheny Financial Group
Pennsylvania
$286K +$13.1K +107 +5%
FCA
540
FinTrust Capital Advisors
South Carolina
$280K -$12.2K -100 -4%
BWA
541
Burt Wealth Advisors
Maryland
$277K
LWCFA
542
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$276K
AP
543
Appleton Partners
Massachusetts
$276K +$13.2K +108 +5%
MAM
544
Marotta Asset Management
Virginia
$271K +$6.85K +56 +3%
MA
545
MAS Advisors
Florida
$271K +$271K +2,215 New
CAG
546
Crestwood Advisors Group
Massachusetts
$269K +$30.1K +246 +13%
KL
547
KilterHowling LLC
Colorado
$265K +$265K +2,164 New
MA
548
Mutual Advisors
Nebraska
$262K +$25.4K +207 +11%
FLPIM
549
F.L. Putnam Investment Management
Massachusetts
$258K
ABC
550
Associated Banc-Corp
Wisconsin
$257K