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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 %
LWA
626
Lenox Wealth Advisors
New York
$119K 1,000 +1,000 New
DSC
627
Duncker Streett & Co
Missouri
$115K 961
CT
628
Cambridge Trust
Massachusetts
$113K 947 -325 -26%
DHGWA
629
Dixon Hughes Goodman Wealth Advisors
North Carolina
$111K 926 +16 +2%
OHWP
630
Oak Harbor Wealth Partners
North Carolina
$99K 824 -317 -28%
EWM
631
EPG Wealth Management
Georgia
$98K 822 -298 -27%
RE
632
RBC Europe
United Kingdom
$97K 808
QC
633
Quent Capital
New York
$96K 801 -41 -5%
MFA
634
McClarren Financial Advisors
Pennsylvania
$96K 805 -1 -0.1%
IBOK
635
Independence Bank of Kentucky
Kentucky
$92K 772 +350 +83%
TC
636
Trust Company
Kansas
$91K 764
CPA
637
Cardiff Park Advisors
California
$88K 733 +2 +0.3%
DWMG
638
DB Wealth Management Group
California
$86K 716 +22 +3%
First Manhattan
639
First Manhattan
New York
$86K 720 +224 +45%
OC
640
Oakworth Capital
Alabama
$84K 698
NSIM
641
North Star Investment Management
Illinois
$83K 691
PA
642
Parallel Advisors
California
$76K 629 -298 -32%
CCP
643
Clarkston Capital Partners
Michigan
$75K 627
FF
644
FourThought Financial
Florida
$73K 611 +3 +0.5%
Bessemer Group
645
Bessemer Group
New Jersey
$72K 604
PWM
646
Provident Wealth Management
Tennessee
$71K 596
OIA
647
Optimum Investment Advisors
Illinois
$71K 591
1832 Asset Management
648
1832 Asset Management
Ontario, Canada
$69K 577 +577 New
SQA
649
Simon Quick Advisors
New Jersey
$66K 551 +2 +0.4%
RWA
650
RGT Wealth Advisors
Texas
$65K 540