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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 %
LPIC
151
LeJeune Puetz Investment Counsel
Michigan
$3.96M 33,072
ECM
152
Evergreen Capital Management
Washington
$3.85M 32,165 +1,574 +5%
IP
153
Investment Partners
Ohio
$3.79M 31,713 +1,630 +5%
MA
154
MUFG Americas
New York
$3.79M 31,651 -3,147 -9%
HF
155
HRT Financial
New York
$3.75M 31,323 +21,775 +228%
GWMIA
156
Global Wealth Management Investment Advisory
Florida
$3.71M 31,012 -3,048 -9%
CCM
157
Condor Capital Management
New Jersey
$3.67M 30,654 +754 +3%
DWP
158
Destiny Wealth Partners
Florida
$3.66M 30,624 +29,515 +2,661%
FIM
159
Freedom Investment Management
Connecticut
$3.65M 30,538 -40,641 -57%
AF
160
Advisornet Financial
Minnesota
$3.65M 30,482 +1,225 +4%
AWS
161
Atria Wealth Solutions
New York
$3.54M 29,622 +29,622 New
AI
162
Atria Investments
North Carolina
$3.54M 29,566 +18,139 +159%
ANB
163
Amarillo National Bank
Texas
$3.51M 29,339 -849 -3%
HGWM
164
Horst & Graben Wealth Management
Oregon
$3.5M 29,231 -3,578 -11%
T. Rowe Price Associates
165
T. Rowe Price Associates
Maryland
$3.48M 29,058
BCI
166
Brinker Capital Investments
Pennsylvania
$3.47M 29,016 +6,084 +27%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$3.47M 29,013 +5,464 +23%
SS
168
Simplicity Solutions
Minnesota
$3.47M 28,993 -6,707 -19%
APA
169
American Portfolios Advisors
New York
$3.4M 28,428 +2,783 +11%
RFWA
170
RPg Family Wealth Advisory
Massachusetts
$3.33M 27,865 -1,191 -4%
DI
171
Disciplined Investments
Oklahoma
$3.33M 27,847 -241 -0.9%
NFC
172
Northeast Financial Consultants
Connecticut
$3.32M 27,745
AB
173
Atlas Brown
Kentucky
$3.27M 27,301 +115 +0.4%
MCA
174
MSH Capital Advisors
Arizona
$3.16M 26,442 +6,950 +36%
SFG
175
Sage Financial Group
Pennsylvania
$3.15M 26,356 -60 -0.2%