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iShares Russell Mid-Cap Value ETF

756 hedge funds and large institutions have $9.96B invested in iShares Russell Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-5
Holders Change %
-0.66%
% of All Funds
12.78%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.54%
New
64
Increased
270
Reduced
237
Closed
60
Calls
$1.33M
Puts
Net Calls
+$1.33M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
551
Marotta Asset Management
Virginia
$229K
Citadel Advisors
552
Citadel Advisors
Florida
$228K +$228K +2,242 New
GC
553
Grimes & Company
Massachusetts
$224K +$26.6K +261 +13%
KL
554
KilterHowling LLC
Colorado
$221K +$914 +9 +0.4%
FFC
555
First Financial Corp
Indiana
$221K +$89.6K +884 +68%
KAM
556
Knightsbridge Asset Management
California
$220K +$220K +2,170 New
CL
557
CPWM LLC
Washington
$219K -$6.5K -64 -3%
PFM
558
Peak Financial Management
Massachusetts
$215K +$12.2K +120 +6%
CSWM
559
Cassady Schiller Wealth Management
Ohio
$214K -$66.5K -655 -24%
CWM
560
Congress Wealth Management
Massachusetts
$213K +$3.35K +33 +2%
BFA
561
Beacon Financial Advisory
Ohio
$213K +$9.23K +91 +5%
KIA
562
KCM Investment Advisors
California
$212K
RDFA
563
Ritter Daniher Financial Advisory
Ohio
$210K
CAG
564
Crestwood Advisors Group
Massachusetts
$210K +$1.63K +16 +0.8%
FPCG
565
Forum Private Client Group
Indiana
$209K +$209K +2,054 New
1IA
566
1834 Investment Advisors
Wisconsin
$208K
TSWM
567
Tyler-Stone Wealth Management
Ohio
$207K
MCA
568
Maryland Capital Advisors
Maryland
$206K
SW
569
SkyOak Wealth
Michigan
$206K
AWS
570
AJ Wealth Strategies
New York
$202K
CIA
571
Capital Investment Advisors
Georgia
$201K +$201K +1,978 New
SC
572
SouthState Corp
Florida
$195K
HI
573
Harbour Investments
Wisconsin
$194K +$194K +1,912 New
GIA
574
GHP Investment Advisors
Colorado
$192K +$508 +5 +0.3%
FCB
575
First Command Bank
Texas
$187K