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iShares Russell Mid-Cap Value ETF

655 hedge funds and large institutions have $10.2B invested in iShares Russell Mid-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 183 increasing their positions, 231 reducing their positions, and 46 closing their positions.

Holders
655
Holders Change
+26
Holders Change %
+4.13%
% of All Funds
11.53%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.55%
New
78
Increased
183
Reduced
231
Closed
46
Calls
$2M
Puts
$568K
Net Calls
+$1.43M
Net Calls Change
-$3.8M
Name Market Value Shares Shares
Change
Shares
Change %
FPW
601
Flagship Private Wealth
Massachusetts
$17.5K 156
BWM
602
Baystate Wealth Management
Massachusetts
$17K 154 +1 +0.7%
TWA
603
TCI Wealth Advisors
Arizona
$16K 149
HPC
604
HM Payson & Co
Maine
$16K 150
MFT
605
Moisand Fitzgerald Tamayo
Florida
$15K 133 -23 -15%
LWM
606
Liberty Wealth Management
California
$15K 155
RWB
607
RMR Wealth Builders
New Jersey
$14K 126
EWM
608
Endurance Wealth Management
Rhode Island
$14K 127
HS
609
Horan Securities
United States
$14K 125
POIA
610
Pin Oak Investment Advisors
Texas
$14K 128
PMFA
611
Plante Moran Financial Advisors
Michigan
$14K 125
PFGIA
612
Patriot Financial Group Insurance Agency
Massachusetts
$14K 125 +12 +11%
BMD
613
Better Money Decisions
New Mexico
$14K 125 +125 New
LDFR
614
Lehman & Derafelo Financial Resources
Pennsylvania
$13K 115 -59 -34%
ADL
615
Asset Dedication LLC
California
$13K 119
MPCG
616
Matrix Private Capital Group
New York
$13K 120 +30 +33%
CFFP
617
Center for Financial Planning
Michigan
$13K 116 +116 New
SFMG
618
Sage Financial Management Group
Virginia
$13K 117 +117 New
WCM
619
Wealthcare Capital Management
Virginia
$13K 117 +117 New
MG
620
MilWealth Group
Wisconsin
$12K 110
FRA
621
Front Row Advisors
California
$12K 109
EP
622
Eudaimonia Partners
Tennessee
$12K 111 +111 New
GI
623
Gradient Investments
Minnesota
$11K 100
SWM
624
Selective Wealth Management
Virginia
$11K 102
OSAM
625
O'Shaughnessy Asset Management
Connecticut
$11K 102 +102 New