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iShares Russell Mid-Cap Value ETF

781 hedge funds and large institutions have $12.2B invested in iShares Russell Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 274 increasing their positions, 173 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
+112
Holders Change %
+16.74%
% of All Funds
12.06%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.6%
New
157
Increased
274
Reduced
173
Closed
34
Calls
$2.89M
Puts
$208K
Net Calls
+$2.68M
Net Calls Change
-$83K
Name Holding Trade Value Shares
Change
Shares
Change %
CCP
651
Clarkston Capital Partners
Michigan
$77K
TRCT
652
Tower Research Capital (TRC)
New York
$75K -$2.38M -19,320 -97%
VCM
653
Vigilant Capital Management
Maine
$75K
Bessemer Group
654
Bessemer Group
New Jersey
$74K
FF
655
FourThought Financial
Florida
$74K +$365 +3 +0.5%
PWM
656
Provident Wealth Management
Tennessee
$73K
TFS
657
TrustCore Financial Services
Tennessee
$73K +$73K +600 New
OIA
658
Optimum Investment Advisors
Illinois
$72K
MFM
659
MD Financial Management
Ontario, Canada
$71K +$71K +577 New
SQA
660
Simon Quick Advisors
New Jersey
$67K +$244 +2 +0.4%
EIP
661
Ellis Investment Partners
Pennsylvania
$66K +$9.67K +80 +17%
RWA
662
RGT Wealth Advisors
Texas
$66K +$66K +540 New
ADL
663
Asset Dedication LLC
California
$65K +$7.35K +60 +13%
AWA
664
Amplius Wealth Advisors
Pennsylvania
$65K +$65K +533 New
KTC
665
Kistler-Tiffany Companies
Pennsylvania
$64K
Simplex Trading
666
Simplex Trading
Illinois
$63K +$63K +517 New
FCG
667
Financial Connections Group
California
$63K +$63K +517 New
BBPWM
668
Blue Bell Private Wealth Management
Pennsylvania
$62K
IIL
669
Insight Inv LLC
California
$61K +$61K +498 New
First Manhattan
670
First Manhattan
New York
$60K
BLC
671
Brown, Lisle/Cummings
Rhode Island
$58.1K +$58.1K +475 New
RG
672
Retirement Group
California
$57K
SFC
673
SYM Financial Corp
Indiana
$56K -$2.8K -23 -5%
SCA
674
Stonebridge Capital Advisors
Minnesota
$56K
EW
675
Element Wealth
Mississippi
$56K +$24.6K +200 +78%