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iShares Russell Mid-Cap Value ETF

671 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 227 increasing their positions, 206 reducing their positions, and 44 closing their positions.

Holders
671
Holders Change
+16
Holders Change %
+2.44%
% of All Funds
11.71%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.66%
New
67
Increased
227
Reduced
206
Closed
44
Calls
$2.24M
Puts
$230K
Net Calls
+$2.01M
Net Calls Change
+$580K
Name Market Value Shares Shares
Change
Shares
Change %
CWA
551
Clearview Wealth Advisors
Oregon
$114K 990 +64 +7%
JCM
552
Jacobi Capital Management
Pennsylvania
$112K 971
DSC
553
Duncker Streett & Co
Missouri
$110K 961
PA
554
Parallel Advisors
California
$107K 927 -120 -11%
PC
555
Permanens Capital
New York
$106K 920 +300 +48%
SCA
556
Stonebridge Capital Advisors
Minnesota
$102K 908 +454 +100%
BW
557
Bison Wealth
Georgia
$100K 868 +4 +0.5%
HFA
558
Hoover Financial Advisors
Pennsylvania
$92K 800
PWM
559
Prentice Wealth Management
New York
$88K 763
MFA
560
McClarren Financial Advisors
Pennsylvania
$87K 770 +1 +0.1%
TC
561
Trust Company
Kansas
$82K 717
EFSCE
562
Enterprise Financial Services Corp (EFSC)
Missouri
$80K 696
OC
563
Oakworth Capital
Alabama
$80K 698
PAM
564
Panagora Asset Management
Massachusetts
$78K 678 +678 New
KFP
565
KB Financial Partners
New Jersey
$73K 638
CCP
566
Clarkston Capital Partners
Michigan
$72K 627 +627 New
PWM
567
Provident Wealth Management
Tennessee
$69K 596 -60 -9%
Bessemer Group
568
Bessemer Group
New Jersey
$69K 604
OIA
569
Optimum Investment Advisors
Illinois
$68K 591
PMAS
570
PNC Managed Account Solutions
Texas
$67K 584 +584 New
ME
571
McIlrath & Eck
Washington
$64K 559 -94 -14%
TCWA
572
Ten Capital Wealth Advisors
Washington
$64K 558 -32 -5%
SQA
573
Simon Quick Advisors
New Jersey
$62K 544 -116 -18%
KTC
574
Kistler-Tiffany Companies
Pennsylvania
$60K 522 +93 +22%
BWM
575
Baystate Wealth Management
Massachusetts
$59K 516 +362 +235%