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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 %
Koshinski Asset Management
676
Koshinski Asset Management
Illinois
$55.2K
ME
677
McIlrath & Eck
Washington
$55K -$3.07K -25 -5%
FFA
678
Founders Financial Alliance
North Carolina
$55K
SIAP
679
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$53K
IBOK
680
Independence Bank of Kentucky
Kentucky
$52K
AIC
681
Archer Investment Corporation
Indiana
$51.3K
UCB
682
United Community Bank
South Carolina
$50.4K +$50.4K +412 New
ACA
683
Aptus Capital Advisors
Alabama
$50K
CFO
684
CVA Family Office
Colorado
$50K
WBC
685
West Branch Capital
Massachusetts
$49K
MA
686
Montag & Associates
Georgia
$49K +$1.22K +10 +3%
NSB
687
Norway Savings Bank
Maine
$45K
NF
688
Norwood Financial
Pennsylvania
$44K +$44K +360 New
TFO
689
Tarbox Family Office
California
$41K +$247 +2 +0.6%
TCWA
690
Ten Capital Wealth Advisors
Washington
$39K +$21.6K +175 +124%
MPWT
691
MassMutual Private Wealth & Trust
Connecticut
$38K -$2.09K -17 -5%
BFO
692
Biltmore Family Office
North Carolina
$38K
GI
693
Gradient Investments
Minnesota
$38K +$16.2K +134 +74%
SC
694
Stephens Consulting
Michigan
$37.1K +$37.1K +303 New
MFC
695
Mechanics Financial Corp
Ohio
$37K +$37K +300 New
CCM
696
Chilton Capital Management
Texas
$34K +$34K +275 New
CWS
697
Confluence Wealth Services
Pennsylvania
$33K +$33K +272 New
BCM
698
Bourgeon Capital Management
Connecticut
$32K
FWM
699
Focused Wealth Management
New York
$32K
CAL
700
Capital Advisors Ltd
Ohio
$32K