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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 %
JPLA
701
Joseph P. Lucia & Associates
New York
$26K 221 +221 New
WAM
702
Worth Asset Management
Texas
$26K 243 +243 New
AWM
703
Abound Wealth Management
Tennessee
$25.7K 215 +94 +78%
PMFA
704
Plante Moran Financial Advisors
Michigan
$25K 206 +8 +4%
BAM
705
Bellevue Asset Management
Washington
$24K 200
RDIA
706
RE Dickinson Investment Advisors
Iowa
$24K 203
CA
707
Clearstead Advisors
Ohio
$23K 189
RA
708
Rise Advisors
New York
$22K 184 +1 +0.5%
OSAM
709
O'Shaughnessy Asset Management
Connecticut
$22K 180 +47 +35%
AW
710
Avion Wealth
Texas
$20K 167
LS
711
Leelyn Smith
Illinois
$17K 144 +144 New
GI
712
Gradient Investments
Minnesota
$16K 131 -183 -58%
TF
713
TimeScale Financial
Massachusetts
$16K 130
PFGIA
714
Patriot Financial Group Insurance Agency
Massachusetts
$16K 133 +8 +6%
BCMLT
715
Beacon Capital Management LLC (Tennessee)
Tennessee
$16K 129 +129 New
GEA
716
Glen Eagle Advisors
New Jersey
$15.1K 126
POIA
717
Pin Oak Investment Advisors
Texas
$15K 128 -22 -15%
AWM
718
Avior Wealth Management
Nebraska
$15K 133
HS
719
Horan Securities
United States
$15K 125
MPCG
720
Matrix Private Capital Group
New York
$14K 120
CFFP
721
Center for Financial Planning
Michigan
$14K 116
MG
722
MilWealth Group
Wisconsin
$13.2K 110
FRA
723
Front Row Advisors
California
$13K 109
SWM
724
Selective Wealth Management
Virginia
$12K 102
FMTCOCP
725
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K 100