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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 %
IRC
601
Investors Research Corp
Georgia
$29K 259
SNT
602
Security National Trust
West Virginia
$29K 260
WWM
603
Wagner Wealth Management
South Carolina
$29K 241
BCM
604
Bourgeon Capital Management
Connecticut
$29K 260
ANBT
605
American National Bank & Trust
Texas
$28K 244 -81 -25%
NSIM
606
North Star Investment Management
Illinois
$28K 251
LWANC
607
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K 248
LFG
608
Larson Financial Group
Missouri
$28K 247 +2 +0.8%
PP
609
PrairieView Partners
Minnesota
$27K 235
BMD
610
Better Money Decisions
New Mexico
$26K 226
JPLA
611
Joseph P. Lucia & Associates
New York
$25K 221
CIAS
612
Capital Investment Advisory Services
North Carolina
$25K 217
LWM
613
Liberty Wealth Management
California
$25K 221 +1 +0.5%
VNA
614
Valley National Advisers
Pennsylvania
$24K 215
BAM
615
Bellevue Asset Management
Washington
$23K 200
RE
616
RBC Europe
United Kingdom
$22.3K 197
PMFA
617
Plante Moran Financial Advisors
Michigan
$22K 198 +73 +58%
RFA
618
Reilly Financial Advisors
California
$21K 186
GI
619
Gradient Investments
Minnesota
$20K 180 -22 -11%
AWM
620
Avior Wealth Management
Nebraska
$20K 184 +184 New
AW
621
Avion Wealth
Texas
$19K 167
RAM
622
Riggs Asset Management
Pennsylvania
$18K 161
POIA
623
Pin Oak Investment Advisors
Texas
$17K 150
TCWA
624
Ten Capital Wealth Advisors
Washington
$16K 141 -417 -75%
TWA
625
TCI Wealth Advisors
Arizona
$16K 144 -5 -3%