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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 %
ADL
576
Asset Dedication LLC
California
$55K 471 +352 +296%
ME
577
McIlrath & Eck
Washington
$54K 473 -86 -15%
RG
578
Retirement Group
California
$52K 463
EIP
579
Ellis Investment Partners
Pennsylvania
$52K 466 +253 +119%
Koshinski Asset Management
580
Koshinski Asset Management
Illinois
$51.1K 451 +451 New
SCA
581
Stonebridge Capital Advisors
Minnesota
$51K 454 -454 -50%
FFA
582
Founders Financial Alliance
North Carolina
$51K 448
SIAP
583
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$49K 434
IBOK
584
Independence Bank of Kentucky
Kentucky
$48K 422
AIC
585
Archer Investment Corporation
Indiana
$47.5K 419 +419 New
EWM
586
Endurance Wealth Management
Rhode Island
$47K 414
WBC
587
West Branch Capital
Massachusetts
$46K 404
ACA
588
Aptus Capital Advisors
Alabama
$46K 406
MA
589
Montag & Associates
Georgia
$45K 393
NSB
590
Norway Savings Bank
Maine
$42K 368
SFP
591
Sterling Financial Planning
New Jersey
$42K 372
TFO
592
Tarbox Family Office
California
$37K 330 +1 +0.3%
MPWT
593
MassMutual Private Wealth & Trust
Connecticut
$37K 326 +26 +9%
BFO
594
Biltmore Family Office
North Carolina
$35K 310
SFPG
595
Stonebridge Financial Planning Group
Florida
$33K 269
CFO
596
CVA Family Office
Colorado
$33K 411
CPC
597
Consolidated Planning Corp
Georgia
$31K 278 +278 New
FWM
598
Focused Wealth Management
New York
$30K 261
CAL
599
Capital Advisors Ltd
Ohio
$29K 260 -43 -14%
EW
600
Element Wealth
Mississippi
$29K 256