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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 %
XF
101
XML Financial
Maryland
$8.17M 72,173 +2,380 +3%
WA
102
Waverly Advisors
Alabama
$8.02M 65,787 -483 -0.7%
FWM
103
FSA Wealth Management
Massachusetts
$7.93M 70,048 +3,197 +5%
FHA
104
First Horizon Advisors
Tennessee
$7.91M 69,826 +1,795 +3%
Creative Planning
105
Creative Planning
Kansas
$7.89M 69,622 +6,809 +11%
CWM
106
Chicago Wealth Management
Illinois
$7.78M 68,698 +1,990 +3%
Goldman Sachs
107
Goldman Sachs
New York
$7.63M 67,398 +6,820 +11%
Principal Financial Group
108
Principal Financial Group
Iowa
$7.42M 65,500 -3,733 -5%
FFG
109
Ford Financial Group
California
$7.29M 64,390 +570 +0.9%
OAM
110
Occidental Asset Management
California
$7.28M 64,266 +861 +1%
TSW
111
Thompson Siegel & Walmsley
Virginia
$7.04M 62,199 +47,701 +329%
NW
112
NewEdge Wealth
Pennsylvania
$6.65M 58,686 +521 +0.9%
BB
113
Berkshire Bank
Massachusetts
$6.55M 57,802 -1,152 -2%
RWG
114
Regal Wealth Group
California
$6.3M 55,588 -44 -0.1%
KFP
115
KMG Fiduciary Partners
Ohio
$6.26M 55,295 -3,643 -6%
DIM
116
Delta Investment Management
California
$6.26M 55,250 -11,818 -18%
PFP
117
Pinnacle Financial Partners
Tennessee
$6.16M 54,406 +2,306 +4%
WFA
118
WestHill Financial Advisors
California
$6.13M 54,110 +54,110 New
IWA
119
Inspirion Wealth Advisors
Illinois
$6.04M 53,358 -512 -1%
PGFC
120
Peapack-Gladstone Financial Corp
New Jersey
$5.76M 50,812 -1,377 -3%
CIBC World Market
121
CIBC World Market
Ontario, Canada
$5.69M 50,265 -14,194 -22%
RIG
122
Roosevelt Investment Group
New York
$5.55M 49,007 -685 -1%
Citadel Advisors
123
Citadel Advisors
Florida
$4.84M 42,727 +42,727 New
NA
124
NewEdge Advisors
Louisiana
$4.77M 42,128 +39,125 +1,303%
NI
125
Nuance Investments
Missouri
$4.76M 41,946 +30,381 +263%