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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 %
RFC
126
Regions Financial Corp
Alabama
$4.63M 40,856 -36 -0.1%
CB
127
Community Bank
New York
$4.56M 40,298 -934 -2%
CG
128
Corundum Group
Colorado
$4.56M 40,266
BWA
129
Beam Wealth Advisors
Louisiana
$4.55M 40,201 +1,393 +4%
MGIA
130
Moneta Group Investment Advisors
Missouri
$4.55M 40,150 -100 -0.2%
HSA
131
HBK Sorce Advisory
Pennsylvania
$4.5M 39,719 -2,153 -5%
Bank of New York Mellon
132
Bank of New York Mellon
New York
$4.49M 39,620 +623 +2%
William Blair & Company
133
William Blair & Company
Illinois
$4.43M 39,128 +5,111 +15%
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$4.32M 38,146 -9,986 -21%
EWA
135
EP Wealth Advisors
California
$4.31M 38,073 -3,161 -8%
AllianceBernstein
136
AllianceBernstein
Tennessee
$4.24M 37,440 +34,494 +1,171%
PRWA
137
Platte River Wealth Advisors
Colorado
$4.19M 36,958 +1,258 +4%
GWMIA
138
Global Wealth Management Investment Advisory
Florida
$4.14M 36,521 -2,233 -6%
PFM
139
Parsec Financial Management
North Carolina
$4.1M 33,576 -822 -2%
HGWM
140
Horst & Graben Wealth Management
Oregon
$4.09M 36,137 +246 +0.7%
PIA
141
Powell Investment Advisors
Florida
$4.08M 36,047 +1,119 +3%
MA
142
MUFG Americas
New York
$4.08M 35,981 -3,073 -8%
GT
143
Glenmede Trust
Pennsylvania
$4.02M 35,508
Comerica Bank
144
Comerica Bank
Texas
$3.86M 32,098 +3,326 +12%
MCM
145
MAI Capital Management
Ohio
$3.84M 33,922 +451 +1%
GVAG
146
Great Valley Advisor Group
Delaware
$3.83M 33,813 +24,139 +250%
ML
147
McAdam LLC
Pennsylvania
$3.8M 33,549 -231 -0.7%
LPIC
148
LeJeune Puetz Investment Counsel
Michigan
$3.75M 33,072
RC
149
Rinet Company
Massachusetts
$3.74M 33,034 -975 -3%
CCC
150
Crescent Capital Consulting
Louisiana
$3.62M 31,946 +6,604 +26%