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iShares Russell Mid-Cap Value ETF

671 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 227 increasing their positions, 206 reducing their positions, and 44 closing their positions.

Holders
671
Holders Change
+16
Holders Change %
+2.44%
% of All Funds
11.72%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.66%
New
67
Increased
227
Reduced
206
Closed
44
Calls
$2.24M
Puts
$230K
Net Calls
+$2.01M
Net Calls Change
+$580K
Name Market Value Shares Shares
Change
Shares
Change %
AW
626
Avion Wealth
Texas
$19K 167
RAM
627
Riggs Asset Management
Pennsylvania
$19K 161 +161 New
FPW
628
Flagship Private Wealth
Massachusetts
$18.1K 157 +1 +0.6%
TWA
629
TCI Wealth Advisors
Arizona
$17K 149
POIA
630
Pin Oak Investment Advisors
Texas
$17K 150 +22 +17%
MFT
631
Moisand Fitzgerald Tamayo
Florida
$15K 133
OSAM
632
O'Shaughnessy Asset Management
Connecticut
$15K 133 +31 +30%
FFC
633
First Financial Corp
Indiana
$15K 129 +129 New
TF
634
TimeScale Financial
Massachusetts
$15K 130 +130 New
GEA
635
Glen Eagle Advisors
New Jersey
$14.5K 126 +126 New
MPCG
636
Matrix Private Capital Group
New York
$14K 120
PFGIA
637
Patriot Financial Group Insurance Agency
Massachusetts
$14K 125
PMFA
638
Plante Moran Financial Advisors
Michigan
$14K 125
HS
639
Horan Securities
United States
$14K 125
ADL
640
Asset Dedication LLC
California
$14K 119
CFFP
641
Center for Financial Planning
Michigan
$13K 116
MG
642
MilWealth Group
Wisconsin
$12.6K 110
FRA
643
Front Row Advisors
California
$12K 109
SWM
644
Selective Wealth Management
Virginia
$12K 102
AWM
645
Activest Wealth Management
Florida
$10K 90
DA
646
DCM Advisors
New York
$10K 90
HPC
647
HM Payson & Co
Maine
$9K 75 -75 -50%
SIC
648
Salem Investment Counselors
North Carolina
$9K 75
JWBC
649
John W. Brooker & Co
California
$9K 75
AWM
650
Accel Wealth Management
Iowa
$8K 67