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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 %
AC
751
AlphaCore Capital
California
$7K +$7K +57 New
MWM
752
Mascoma Wealth Management
New Hampshire
$6K
CWA
753
Clearview Wealth Advisors
Oregon
$6K
CWC
754
Carolinas Wealth Consulting
North Carolina
$6K
MCC
755
Money Concepts Capital
Florida
$6K +$6K +48 New
RPCA
756
Running Point Capital Advisors
California
$6K +$6K +49 New
PIP
757
Peachtree Investment Partners
Florida
$6K +$6K +50 New
FFC
758
First Financial Corp
Indiana
$5K
CTB
759
Country Trust Bank
Illinois
$5K
HCM
760
Hillman Capital Management
Maryland
$5K +$5K +44 New
MFC
761
Morris Financial Concepts
South Carolina
$5K +$5K +45 New
JWM
762
Janiczek Wealth Management
Colorado
$4K
LF
763
Lee Financial
Texas
$4K
NFSG
764
Newbridge Financial Services Group
Florida
$4K
GWSG
765
GPS Wealth Strategies Group
Colorado
$4K +$343 +3 +9%
LFA
766
Level Financial Advisors
New York
$4K +$4K +31 New
TAM
767
Tucker Asset Management
Colorado
$3.67K
MP
768
McDonald Partners
Ohio
$3.43K +$3.43K +28 New
ACM
769
Absolute Capital Management
Pennsylvania
$3.43K +$3.43K +28 New
SMA
770
Sage Mountain Advisors
Georgia
$3K
AA
771
Addison Advisors
Vermont
$3K
PP
772
PFS Partners
New Jersey
$2.33K +$2.33K +19 New
OFG
773
Oxford Financial Group
Indiana
$2K -$424K -4,236 -100%
HI
774
Hudock Inc
Pennsylvania
$2K
PGAM
775
Princeton Global Asset Management
New Jersey
$2K