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iShares Russell Mid-Cap Value ETF

761 hedge funds and large institutions have $11.5B invested in iShares Russell Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 273 increasing their positions, 221 reducing their positions, and 72 closing their positions.

Holders
761
Holders Change
-20
Holders Change %
-2.56%
% of All Funds
12.04%
Holding in Top 10
33
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.38%
% of All Funds
0.52%
New
68
Increased
273
Reduced
221
Closed
72
Calls
$2.85M
Puts
Net Calls
+$2.85M
Net Calls Change
+$166K
Name Market Value Shares Shares
Change
Shares
Change %
AFG
551
Allegheny Financial Group
Pennsylvania
$269K 2,247 -92 -4%
MAM
552
Marotta Asset Management
Virginia
$265K 2,218
CL
553
CPWM LLC
Washington
$265K 2,219 +1 +0%
MWM
554
Modera Wealth Management
New Jersey
$264K 2,206 +335 +18%
MFG
555
Magnus Financial Group
New York
$263K 2,202 +2,202 New
KL
556
KilterHowling LLC
Colorado
$260K 2,172 +8 +0.4%
YIH
557
Y-Intercept (HK)
Hong Kong
$258K 2,158 +2,158 New
IA
558
Insight Advisors
Pennsylvania
$254K 2,119 -441 -17%
OWM
559
OneAscent Wealth Management
Alabama
$254K 2,127 +2,127 New
AWM
560
Altium Wealth Management
New York
$250K 2,087
KIA
561
KCM Investment Advisors
California
$250K 2,090
NL
562
NWAM LLC
Washington
$250K 2,091 +2,091 New
NAM
563
NTV Asset Management
West Virginia
$249K 2,081 -745 -26%
MA
564
MONECO Advisors
Connecticut
$247K 2,066 +2 +0.1%
CWM
565
Congress Wealth Management
Massachusetts
$247K 2,066 +190 +10%
RDFA
566
Ritter Daniher Financial Advisory
Ohio
$247K 2,063 +253 +14%
Fiera Capital (Canada)
567
Fiera Capital (Canada)
Quebec, Canada
$246K 2,057
1IA
568
1834 Investment Advisors
Wisconsin
$245K 2,049 -308 -13%
CAG
569
Crestwood Advisors Group
Massachusetts
$245K 2,052 -148 -7%
WTB
570
Washington Trust Bank
Washington
$245K 2,045 +2,045 New
TSWM
571
Tyler-Stone Wealth Management
Ohio
$244K 2,041 -597 -23%
MCA
572
Maryland Capital Advisors
Maryland
$243K 2,028
SW
573
SkyOak Wealth
Michigan
$243K 2,028 +2,028 New
PIMG
574
Patriot Investment Management Group
Tennessee
$241K 2,016 +325 +19%
BFA
575
Beacon Financial Advisory
Ohio
$240K 2,010 +7 +0.3%