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iShares Russell Mid-Cap Value ETF

761 hedge funds and large institutions have $11.5B invested in iShares Russell Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 273 increasing their positions, 221 reducing their positions, and 72 closing their positions.

Holders
761
Holders Change
-20
Holders Change %
-2.56%
% of All Funds
12.04%
Holding in Top 10
33
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.38%
% of All Funds
0.52%
New
68
Increased
273
Reduced
221
Closed
72
Calls
$2.85M
Puts
Net Calls
+$2.85M
Net Calls Change
+$166K
Name Market Value Shares Shares
Change
Shares
Change %
CAN
101
Cetera Advisor Networks
California
$9.39M 78,480 -9,618 -11%
Creative Planning
102
Creative Planning
Kansas
$9.36M 78,224 +1,151 +1%
XF
103
XML Financial
Maryland
$9.1M 76,058 +2,798 +4%
Goldman Sachs
104
Goldman Sachs
New York
$8.79M 73,488 +2,795 +4%
FWM
105
FSA Wealth Management
Massachusetts
$8.78M 71,742
E
106
ETFidea
New York
$8.67M 72,492 -2,505 -3%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$8.34M 69,741 +36,868 +112%
WSTAM
108
Wilbanks Smith & Thomas Asset Management
Virginia
$8.25M 72,424 -2,964 -4%
NW
109
NewEdge Wealth
Pennsylvania
$8.15M 68,084 +1,706 +3%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$8.12M 67,840 +16,099 +31%
FHA
111
First Horizon Advisors
Tennessee
$8.1M 67,684 +5,548 +9%
CWM
112
Chicago Wealth Management
Illinois
$8.01M 66,963 -2,420 -3%
WA
113
Waverly Advisors
Alabama
$7.75M 64,732 -450 -0.7%
OAM
114
Occidental Asset Management
California
$7.72M 64,529 -401 -0.6%
NA
115
NewEdge Advisors
Louisiana
$7.55M 63,064 -4,868 -7%
TSW
116
Thompson Siegel & Walmsley
Virginia
$7.53M 62,914 -98,696 -61%
LNC
117
Lincoln National Corp
Pennsylvania
$7.23M 60,393 +49,851 +473%
WFA
118
WestHill Financial Advisors
California
$7.02M 58,695 +2,996 +5%
PFP
119
Pinnacle Financial Partners
Tennessee
$6.79M 56,728 +1,488 +3%
IWA
120
Inspirion Wealth Advisors
Illinois
$6.71M 56,050 +2,432 +5%
FFG
121
Ford Financial Group
California
$6.47M 54,056 -10,515 -16%
PGFC
122
Peapack-Gladstone Financial Corp
New Jersey
$6.11M 51,076 +813 +2%
CIBC World Market
123
CIBC World Market
Ontario, Canada
$5.95M 49,763 -586 -1%
KPWS
124
Kestra Private Wealth Services
Texas
$5.92M 49,460 +8,695 +21%
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$5.82M 48,634 -35,960 -43%