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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 %
GRP
201
Global Retirement Partners
California
$1.99M 17,609 -82 -0.5%
FWP
202
FAS Wealth Partners
Kansas
$1.98M 17,480 +1,291 +8%
KPWS
203
Kestra Private Wealth Services
Texas
$1.97M 17,373 +15,371 +768%
Cetera Investment Advisers
204
Cetera Investment Advisers
Illinois
$1.93M 17,080 -364 -2%
FOA
205
Five Oceans Advisors
California
$1.93M 17,054 +17,054 New
SPC
206
Sigma Planning Corp
Michigan
$1.93M 17,011 -256 -1%
RC
207
Rovin Capital
Arizona
$1.93M 17,002 -512 -3%
UCFA
208
United Capital Financial Advisors
Texas
$1.92M 16,991 -1,328 -7%
CL
209
Choreo LLC
Illinois
$1.89M 16,672 +258 +2%
ATPW
210
Ashton Thomas Private Wealth
Arizona
$1.89M 16,664 +546 +3%
FCI
211
Financial Counselors Inc
Kansas
$1.84M 16,210 -233 -1%
WB
212
WesBanco Bank
West Virginia
$1.83M 16,160 -632 -4%
NFG
213
Nadler Financial Group
Illinois
$1.82M 16,090 +930 +6%
HFBOT
214
Home Federal Bank of Tennessee
Tennessee
$1.82M 16,066 -1,405 -8%
Mercer Global Advisors
215
Mercer Global Advisors
Colorado
$1.8M 15,822 -341 -2%
CAC
216
Certified Advisory Corp
Florida
$1.73M 15,285 +5,462 +56%
FPF
217
First Pacific Financial
Washington
$1.69M 14,947 -501 -3%
KWM
218
Kingsview Wealth Management
Oregon
$1.65M 14,540 +97 +0.7%
DIA
219
Dana Investment Advisors
Wisconsin
$1.65M 14,529 +2,792 +24%
SC
220
Savant Capital
Illinois
$1.58M 13,942 +10,145 +267%
PWS
221
Peloton Wealth Strategists
Indiana
$1.58M 13,936 +4 +0%
CTC
222
Central Trust Company
Missouri
$1.56M 13,769 -48 -0.3%
NFG
223
Nations Financial Group
Iowa
$1.55M 13,720 +1,022 +8%
V
224
Veritable
Delaware
$1.55M 13,693
AFP
225
Ausdal Financial Partners
Iowa
$1.53M 13,545 -279 -2%