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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 %
TF
1
TIAA FSB
Florida
$2.07B 17,323,725 -713,960 -4%
Morgan Stanley
2
Morgan Stanley
New York
$1.08B 9,001,668 -81,824 -0.9%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$813M 6,760,422 -1,563,215 -19%
Wells Fargo
4
Wells Fargo
California
$694M 5,802,110 +97,902 +2%
Bank of America
5
Bank of America
North Carolina
$486M 4,059,185 -137,547 -3%
US Bancorp
6
US Bancorp
Minnesota
$404M 3,378,787 +219,106 +7%
CB
7
Commerce Bank
Missouri
$383M 3,199,740 -86,343 -3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$345M 2,884,801 -87,115 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$281M 2,350,058 +282,059 +14%
American Century Companies
10
American Century Companies
Missouri
$278M 2,321,674 +2,321,674 New
Victory Capital Management
11
Victory Capital Management
Texas
$274M 2,292,800 +131,000 +6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$245M 2,049,881 -182,719 -8%
Betterment LLC
13
Betterment LLC
New York
$236M 1,975,014 +86,091 +5%
UBS Group
14
UBS Group
Switzerland
$220M 1,839,603 +148,704 +9%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$218M 1,824,300 +23,707 +1%
Ameriprise
16
Ameriprise
Minnesota
$163M 1,362,078 +32,774 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$158M 1,318,842 +965,226 +273%
ZB
18
Zions Bancorporation
Utah
$120M 1,005,815 +137,168 +16%
LPL Financial
19
LPL Financial
California
$106M 885,254 -404 -0%
Osaic Holdings
20
Osaic Holdings
Arizona
$105M 880,255 +277,978 +46%
SI
21
Stephens Inc
Arkansas
$103M 861,635 -3,657 -0.4%
AWM
22
AE Wealth Management
Kansas
$96.4M 805,897 +11,332 +1%
Truist Financial
23
Truist Financial
North Carolina
$89.4M 747,165 -126,892 -15%
SGAM
24
Stephens Group Asset Management
Arkansas
$78.4M 655,514 +889 +0.1%
EH
25
Equitable Holdings
New York
$78M 651,770 -22,098 -3%