IWS icon

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 %
HFS
626
Horizon Financial Services
North Carolina
$11K 105 +105 New
IFAM
627
Institutional & Family Asset Management
Colorado
$10K 96 -154 -62%
FP
628
Fiduciary Planning
Florida
$10K 89
DA
629
DCM Advisors
New York
$10K 90 +90 New
AWM
630
Activest Wealth Management
Florida
$10K 90 +90 New
SIC
631
Salem Investment Counselors
North Carolina
$8K 75 -75 -50%
JWBC
632
John W. Brooker & Co
California
$8K 75
AWM
633
Accel Wealth Management
Iowa
$7K 67 +60 +857%
WC
634
Westwind Capital
New Mexico
$7K 60 +60 New
MCC
635
Money Concepts Capital
Florida
$6K 57 -69 -55%
CAM
636
Costello Asset Management
Pennsylvania
$6K 58
GAM
637
Gemmer Asset Management
California
$6K 57
DWMG
638
DB Wealth Management Group
California
$6K 59
AC
639
AlphaCore Capital
California
$6K 51
TVWM
640
Tower View Wealth Management
Wisconsin
$6K 57 +57 New
HCA
641
Heck Capital Advisors
Wisconsin
$5.25K 48 +48 New
CWC
642
Carolinas Wealth Consulting
North Carolina
$5K 46
MWM
643
Mascoma Wealth Management
New Hampshire
$5K 50 +50 New
LC
644
Lindbrook Capital
California
$4K 38
CA
645
Clearstead Advisors
Ohio
$4K 33
BAMG
646
Brand Asset Management Group
Missouri
$4K 36 +36 New
APWA
647
Atlas Private Wealth Advisors
New Jersey
$3K 25
NFSG
648
Newbridge Financial Services Group
Florida
$3K 32
GWSG
649
GPS Wealth Strategies Group
Colorado
$3K 32 +32 New
AIG
650
American International Group
New York
$2.58K 23,590 +1,500 +7%