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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 %
LDFR
651
Lehman & Derafelo Financial Resources
Pennsylvania
$5K 48
CWC
652
Carolinas Wealth Consulting
North Carolina
$5K 46
CTB
653
Country Trust Bank
Illinois
$5K 42 +42 New
NFSG
654
Newbridge Financial Services Group
Florida
$4K 32
GWSG
655
GPS Wealth Strategies Group
Colorado
$4K 32
CA
656
Clearstead Advisors
Ohio
$4K 33
JWM
657
Janiczek Wealth Management
Colorado
$4K 31 +31 New
BC
658
Barnett & Company
Tennessee
$4K 39 +39 New
TAM
659
Tucker Asset Management
Colorado
$3.58K 30 +30 New
APWA
660
Atlas Private Wealth Advisors
New Jersey
$3K 30 +5 +20%
LF
661
Lee Financial
Texas
$3K 29 +29 New
AA
662
Addison Advisors
Vermont
$2K 22
BWA
663
BDO Wealth Advisors
Florida
$2K 18
SMA
664
Sage Mountain Advisors
Georgia
$2K 21
HI
665
Hudock Inc
Pennsylvania
$2K 24
GKWIM
666
Gerber Kawasaki Wealth & Investment Management
California
$2K 2 +2 New
PGAM
667
Princeton Global Asset Management
New Jersey
$1K 13
WQ
668
Wealth Quarterback
New Jersey
$1K 2 +1 +100%
BIA
669
Bell Investment Advisors
California
$1K 6 +6 New
FCAS
670
First Command Advisory Services
Texas
$1K 11 +11 New
BBHC
671
Brown Brothers Harriman & Co
New York
$116 1,020
AP
672
Advisors Preferred
Maryland
-482,854 Closed
ETC
673
Exchange Traded Concepts
Oklahoma
-392,385 Closed
PCP
674
Proficio Capital Partners
Massachusetts
-183,481 Closed
OMC
675
Old Mission Capital
Illinois
-69,482 Closed