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iShares Russell Mid-Cap Value ETF

669 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 230 increasing their positions, 190 reducing their positions, and 45 closing their positions.

Holders
669
Holders Change
-2
Holders Change %
-0.3%
% of All Funds
11.75%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.61%
New
56
Increased
230
Reduced
190
Closed
45
Calls
$3.02M
Puts
$260K
Net Calls
+$2.76M
Net Calls Change
+$752K
Name Market Value Shares Shares
Change
Shares
Change %
WB
551
Webster Bank
Connecticut
$114K 1,006
FGAM
552
Financial Gravity Asset Management
Texas
$113K 4
PA
553
Parallel Advisors
California
$111K 978 +51 +6%
JCM
554
Jacobi Capital Management
Pennsylvania
$110K 972 +1 +0.1%
DSC
555
Duncker Streett & Co
Missouri
$109K 961
GC
556
Garde Capital
Washington
$109K 960 +960 New
BW
557
Bison Wealth
Georgia
$98K 868
MFA
558
McClarren Financial Advisors
Pennsylvania
$90K 799 +29 +4%
PWM
559
Prentice Wealth Management
New York
$86K 763
TC
560
Trust Company
Kansas
$81K 717
OC
561
Oakworth Capital
Alabama
$79K 698
RP
562
Rice Partnership
Hawaii
$77K 683 +683 New
EWM
563
EPG Wealth Management
Georgia
$76K 675 +675 New
CCP
564
Clarkston Capital Partners
Michigan
$71K 627
VCM
565
Vigilant Capital Management
Maine
$70K 614 +614 New
Bessemer Group
566
Bessemer Group
New Jersey
$68K 604
FF
567
FourThought Financial
Florida
$68K 605 +160 +36%
OIA
568
Optimum Investment Advisors
Illinois
$67K 591
PWM
569
Provident Wealth Management
Tennessee
$67K 596
BWM
570
Baystate Wealth Management
Massachusetts
$65K 569 +53 +10%
SQA
571
Simon Quick Advisors
New Jersey
$61K 547 +3 +0.6%
KTC
572
Kistler-Tiffany Companies
Pennsylvania
$59K 522
BBPWM
573
Blue Bell Private Wealth Management
Pennsylvania
$58K 505
First Manhattan
574
First Manhattan
New York
$56K 496
SFC
575
SYM Financial Corp
Indiana
$55K 483 +23 +5%