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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 %
WTC
201
WhitTier Trust Company
Nevada
$2.38M 19,877 -100 -0.5%
WT
202
Whittier Trust
California
$2.37M 19,782 -2,686 -12%
SCM
203
SOL Capital Management
Maryland
$2.36M 19,721
CAC
204
Certified Advisory Corp
Florida
$2.33M 19,466 +2,152 +12%
ES
205
Eagle Strategies
New York
$2.32M 19,385 -1,052 -5%
TCM
206
Telos Capital Management
California
$2.32M 19,354 -51 -0.3%
BJL
207
Brighton Jones LLC
Washington
$2.31M 19,331 -117 -0.6%
Natixis Advisors
208
Natixis Advisors
Massachusetts
$2.29M 19,160 -70,618 -79%
GWM
209
Geneos Wealth Management
Colorado
$2.23M 18,629 -3,193 -15%
GRP
210
Global Retirement Partners
California
$2.19M 19,949 +19,949 New
ATPW
211
Ashton Thomas Private Wealth
Arizona
$2.18M 18,197 +950 +6%
QCG
212
Quadrant Capital Group
Ohio
$2.18M 18,184
EAM
213
Eukles Asset Management
Ohio
$2.16M 18,048 +56 +0.3%
UCFA
214
United Capital Financial Advisors
Texas
$2.16M 18,037 +627 +4%
MPPLM
215
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.14M 17,851 +17,851 New
HIA
216
Harbor Investment Advisory
Maryland
$2.12M 17,745 +67 +0.4%
BWFA
217
Baltimore-Washington Financial Advisors
Maryland
$2.11M 19,257 +1,184 +7%
KCM
218
Kennedy Capital Management
Missouri
$2.09M 17,487 -4,000 -19%
IA
219
IFP Advisors
Florida
$2.08M 29,710 +23,329 +366%
FWP
220
FAS Wealth Partners
Kansas
$2.08M 17,354 -39 -0.2%
OPS
221
Orion Portfolio Solutions
Nebraska
$2.07M 17,285 +5,049 +41%
FOA
222
Five Oceans Advisors
California
$2.04M 17,035
AFS
223
Annapolis Financial Services
Maryland
$2.04M 17,019 -170 -1%
EVM
224
Eaton Vance Management
Massachusetts
$1.99M 16,620
NFG
225
Nadler Financial Group
Illinois
$1.95M 16,283 +193 +1%