IWS icon

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 %
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$20M 176,788 +1,083 +0.6%
UB
52
UMB Bank
Missouri
$19.9M 175,680 -1,821 -1%
JPMPWA
53
J.P. Morgan Private Wealth Advisors
California
$18.8M 165,701 +15,693 +10%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$18M 158,564 -1,070 -0.7%
AMG
55
Asset Management Group
Connecticut
$17.7M 156,640 -3,851 -2%
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$17.6M 155,292 -4,039 -3%
CP
57
Covenant Partners
Tennessee
$17.6M 155,077 -7,378 -5%
AssetMark Inc
58
AssetMark Inc
California
$17.4M 153,769 +74,513 +94%
LL
59
LPWM LLC
Minnesota
$17.4M 151,234 +4,335 +3%
HAFS
60
Hapanowicz & Associates Financial Services
Pennsylvania
$17M 150,351 +1,639 +1%
JFG
61
JMG Financial Group
Illinois
$16.7M 147,738 +42,516 +40%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$16.7M 147,019 -5,076 -3%
RA
63
Rodgers & Associates
Pennsylvania
$16.3M 143,752 +125 +0.1%
KAS
64
Kestra Advisory Services
Texas
$16.1M 142,599 -7,097 -5%
LFWA
65
LBJ Family Wealth Advisors
Texas
$16M 136,588
CM
66
Churchill Management
California
$15.9M 140,818 +121 +0.1%
GG
67
GenWealth Group
New Jersey
$15.9M 140,400 -1,775 -1%
SEM
68
Strategic Equity Management
Arizona
$15.4M 136,087 +1,825 +1%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$14.7M 129,577 -27,838 -18%
Stifel Financial
70
Stifel Financial
Missouri
$14.5M 128,168 -3,261 -2%
TFCP
71
Twin Focus Capital Partners
Massachusetts
$13.5M 118,789 +9,112 +8%
FTS
72
Fifth Third Securities
Ohio
$13.3M 117,874 +117,874 New
PWAG
73
Polaris Wealth Advisory Group
California
$12.9M 110,835 -1,052 -0.9%
SPIA
74
Steward Partners Investment Advisory
New York
$12.7M 112,113 -18,598 -14%
FC
75
Forte Capital
New York
$12.5M 110,790 +2,111 +2%