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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 %
PO
551
Private Ocean
California
$59K 536
FFA
552
Founders Financial Alliance
North Carolina
$58K 500 -50 -9%
BBPWM
553
Blue Bell Private Wealth Management
Pennsylvania
$55K 505 +205 +68%
First Manhattan
554
First Manhattan
New York
$54K 496
RG
555
Retirement Group
California
$51K 463
SFC
556
SYM Financial Corp
Indiana
$50K 460 -18 -4%
SCA
557
Stonebridge Capital Advisors
Minnesota
$50K 454 +454 New
FF
558
FourThought Financial
Florida
$48K 444 +252 +131%
SIAP
559
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$47K 434
SFP
560
Sterling Financial Planning
New Jersey
$47K 432
KTC
561
Kistler-Tiffany Companies
Pennsylvania
$47K 429 +94 +28%
NSB
562
Norway Savings Bank
Maine
$46K 418
LGWM
563
Litman Gregory Wealth Management
California
$45K 416
CFO
564
CVA Family Office
Colorado
$45K 411
ACA
565
Aptus Capital Advisors
Alabama
$44K 406
MA
566
Montag & Associates
Georgia
$43K 393
SWA
567
SOA Wealth Advisors
New York
$42K 391 +391 New
MPWT
568
MassMutual Private Wealth & Trust
Connecticut
$41K 371 -363 -49%
PA
569
Perennial Advisors
New York
$40K 366 +366 New
FMII
570
Farmers & Merchants Investments Inc
Nebraska
$38K 350
ANBT
571
American National Bank & Trust
Texas
$36K 325
TFO
572
Tarbox Family Office
California
$36K 329
AF
573
Allworth Financial
California
$36K 332 +235 +242%
CCM
574
Covington Capital Management
California
$34K 313
BFO
575
Biltmore Family Office
North Carolina
$34K 310