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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 %
TF
1
TIAA FSB
Florida
$2.1B 18,559,097 -10,018 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$995M 8,788,991 -535,406 -6%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$938M 8,119,805 +147,082 +2%
Wells Fargo
4
Wells Fargo
California
$627M 5,533,146 -133,695 -2%
Bank of America
5
Bank of America
North Carolina
$414M 3,651,301 +24,141 +0.7%
CB
6
Commerce Bank
Missouri
$373M 3,290,912 -44,433 -1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$341M 3,012,737 -58,707 -2%
US Bancorp
8
US Bancorp
Minnesota
$336M 2,963,419 +257,270 +10%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$252M 2,221,655 +1,218 +0.1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$222M 1,957,776 +74,111 +4%
Betterment LLC
11
Betterment LLC
New York
$217M 1,915,588 +93,762 +5%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$199M 1,755,495 +1,769 +0.1%
UBS Group
13
UBS Group
Switzerland
$187M 1,647,812 +52,406 +3%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$157M 1,390,119 +997,855 +254%
Victory Capital Management
15
Victory Capital Management
Texas
$150M 1,327,000 +22,000 +2%
Ameriprise
16
Ameriprise
Minnesota
$145M 1,279,973 +79,722 +7%
Truist Financial
17
Truist Financial
North Carolina
$121M 1,071,632 +406,304 +61%
SI
18
Stephens Inc
Arkansas
$101M 892,810 +1,579 +0.2%
LPL Financial
19
LPL Financial
California
$94.3M 832,769 +48,795 +6%
AWM
20
AE Wealth Management
Kansas
$86.4M 762,644 +39,451 +5%
ZB
21
Zions Bancorporation
Utah
$83M 732,681 +55,694 +8%
EH
22
Equitable Holdings
New York
$79.5M 702,371 -28,022 -4%
SGAM
23
Stephens Group Asset Management
Arkansas
$74.7M 659,163 +1,905 +0.3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$66.9M 590,901 -40,799 -6%
Osaic Holdings
25
Osaic Holdings
Arizona
$63.7M 561,899 -4,410 -0.8%