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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 %
FPIS
101
Financial Planning & Information Services
Wisconsin
$10.7M -$263K -2,150 -2%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$10.7M +$783K +6,387 +8%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$10.4M +$8.75M +71,481 +545%
MML Investors Services
104
MML Investors Services
Massachusetts
$10.2M +$597K +4,880 +6%
FCBT
105
First Citizens Bank & Trust
North Carolina
$9.96M +$71.1K +581 +0.7%
Creative Planning
106
Creative Planning
Kansas
$9.43M +$912K +7,451 +11%
WSTAM
107
Wilbanks Smith & Thomas Asset Management
Virginia
$9.23M -$563K -4,597 -6%
E
108
ETFidea
New York
$9.18M +$9.18M +74,997 New
XF
109
XML Financial
Maryland
$8.97M +$133K +1,087 +2%
FWM
110
FSA Wealth Management
Massachusetts
$8.78M +$207K +1,694 +2%
FIM
111
Freedom Investment Management
Connecticut
$8.71M -$444K -3,632 -5%
DIM
112
Delta Investment Management
California
$8.68M +$1.92M +15,698 +28%
Goldman Sachs
113
Goldman Sachs
New York
$8.65M +$403K +3,295 +5%
CWM
114
Chicago Wealth Management
Illinois
$8.49M +$83.8K +685 +1%
NA
115
NewEdge Advisors
Louisiana
$8.31M +$3.16M +25,804 +61%
NW
116
NewEdge Wealth
Pennsylvania
$8.12M +$941K +7,692 +13%
OAM
117
Occidental Asset Management
California
$7.95M +$81.3K +664 +1%
WA
118
Waverly Advisors
Alabama
$7.65M -$71K -605 -0.9%
FHA
119
First Horizon Advisors
Tennessee
$7.6M -$941K -7,690 -11%
Canada Pension Plan Investment Board
120
Canada Pension Plan Investment Board
Ontario, Canada
$7.39M +$7.39M +60,400 New
BB
121
Berkshire Bank
Massachusetts
$7.1M +$28.6K +234 +0.4%
WFA
122
WestHill Financial Advisors
California
$6.82M +$194K +1,589 +3%
PFP
123
Pinnacle Financial Partners
Tennessee
$6.76M +$102K +834 +2%
IWA
124
Inspirion Wealth Advisors
Illinois
$6.56M +$31.8K +260 +0.5%
Principal Financial Group
125
Principal Financial Group
Iowa
$6.56M -$1.46M -11,900 -18%