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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 %
PFM
576
Peak Financial Management
Massachusetts
$239K 2,000 +2,000 New
AWS
577
AJ Wealth Strategies
New York
$238K 1,993
FPCG
578
Fort Pitt Capital Group
Pennsylvania
$238K 1,991
BGIM
579
Brandywine Global Investment Management
Pennsylvania
$235K 1,962 +32 +2%
FMWA
580
Forvis Mazars Wealth Advisors
Missouri
$234K 1,956
GWM
581
GSB Wealth Management
Connecticut
$233K 1,950 +7 +0.4%
GC
582
Grimes & Company
Massachusetts
$232K 1,940 -146 -7%
SC
583
SouthState Corp
Florida
$230K 1,924 -133 -6%
SWM
584
Shelton Wealth Management
Texas
$229K 1,912 -16 -0.8%
GIA
585
GHP Investment Advisors
Colorado
$226K 1,886 +5 +0.3%
Deutsche Bank
586
Deutsche Bank
Germany
$224K 1,876
SIC
587
Sigma Investment Counselors
Michigan
$221K 1,847
NB
588
Northwest Bancshares
Pennsylvania
$220K 1,836
FCB
589
First Command Bank
Texas
$220K 1,843 +126 +7%
FCFS
590
First Command Financial Services
Texas
$220K 1,843 +126 +7%
SRC
591
Shufro Rose & Co
New York
$219K 1,827 +1,827 New
SC
592
Steph & Co
Wisconsin
$215K 1,800 -77 -4%
MWP
593
Madison Wealth Partners
Wisconsin
$215K 1,800
FHB
594
First Hawaiian Bank
Hawaii
$212K 1,773
FMC
595
First Merchants Corp
Indiana
$212K 1,770
Boston Partners
596
Boston Partners
Massachusetts
$211K 1,774 -1,847 -51%
FBFS
597
First Business Financial Services
Wisconsin
$208K 1,735
DJSG
598
D.J. St. Germain
Massachusetts
$206K 1,723 -900 -34%
HW
599
Hancock Whitney
Mississippi
$204K 1,703 -325 -16%
AA
600
Auxano Advisors
Washington
$203K 1,694 +1,694 New