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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 %
BF
76
BOK Financial
Oklahoma
$12.1M 106,677 +106,677 New
APP
77
Avantax Planning Partners
Iowa
$11.7M 103,744 +8,603 +9%
BIM
78
Bridges Investment Management
Nebraska
$11.7M 103,222
Prudential Financial
79
Prudential Financial
New Jersey
$11.7M 101,290 -12,296 -11%
Northern Trust
80
Northern Trust
Illinois
$11.2M 99,046 -21,544 -18%
HighTower Advisors
81
HighTower Advisors
Illinois
$11.2M 98,996 -406 -0.4%
JIC
82
Johnson Investment Counsel
Ohio
$11M 97,319 -1,722 -2%
HIP
83
HUB Investment Partners
Texas
$10.8M 95,717 +419 +0.4%
CWM
84
Connecticut Wealth Management
Connecticut
$10.7M 94,795 -138 -0.1%
FPIS
85
Financial Planning & Information Services
Wisconsin
$10.2M 89,776 -4,665 -5%
FWM
86
Filbrandt Wealth Management
Wisconsin
$10M 88,282 -934 -1%
BCWM
87
Bartlett & Co Wealth Management
Ohio
$9.99M 88,214 +5,112 +6%
BC
88
Bartlett & Co
Ohio
$9.99M 88,214 +5,112 +6%
GW
89
GW & Wade
Massachusetts
$9.88M 87,196 +809 +0.9%
MCWS
90
McKinley Carter Wealth Services
West Virginia
$9.52M 84,029 +2,535 +3%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$9.35M 80,715 +1,467 +2%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$9.3M 82,112 +6,383 +8%
Natixis Advisors
93
Natixis Advisors
Massachusetts
$9.2M 81,245 +1,480 +2%
FCBT
94
First Citizens Bank & Trust
North Carolina
$9.15M 80,811 +14 +0%
WSTAM
95
Wilbanks Smith & Thomas Asset Management
Virginia
$9.06M 79,985 -3,094 -4%
MML Investors Services
96
MML Investors Services
Massachusetts
$8.86M 78,203 -748 -0.9%
CAN
97
Cetera Advisor Networks
California
$8.63M 76,242 +2,128 +3%
SWM
98
Southern Wealth Management
Texas
$8.57M 75,641 +1,712 +2%
FIM
99
Freedom Investment Management
Connecticut
$8.47M 74,811 -1,464 -2%
AAS
100
Avantax Advisory Services
Texas
$8.41M 74,175 +13,231 +22%