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iShares Russell Mid-Cap Value ETF

563 hedge funds and large institutions have $6.35B invested in iShares Russell Mid-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 139 increasing their positions, 214 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+32
Holders Change %
+6.03%
% of All Funds
12.2%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.61%
New
67
Increased
139
Reduced
214
Closed
30
Calls
$565K
Puts
$382K
Net Calls
+$183K
Net Calls Change
+$744K
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
251
Prestige Wealth Management Group
New Jersey
$613K -$27.7K -319 -4%
BCM
252
BTC Capital Management
Iowa
$613K
FAAS
253
First Allied Advisory Services
California
$611K -$64.6K -744 -10%
NFG
254
Nations Financial Group
Iowa
$605K +$21.2K +244 +4%
FFG
255
Ford Financial Group
California
$600K -$283K -3,261 -32%
TI
256
Truepoint Inc
Ohio
$589K
CAM
257
Cubic Asset Management
Massachusetts
$585K -$55.5K -639 -9%
ZF
258
Zhang Financial
Michigan
$582K
FFN
259
Focus Financial Network
Minnesota
$576K +$576K +6,629 New
FMTC
260
Farmers & Merchants Trust Company
California
$571K
IWC
261
Integrated Wealth Concepts
Massachusetts
$566K +$10.7K +123 +2%
AW
262
ACG Wealth
Georgia
$542K -$21.1K -243 -4%
GVAG
263
Great Valley Advisor Group
Delaware
$540K +$2.95K +34 +0.5%
CGA
264
Crescent Grove Advisors
Illinois
$538K
CFG
265
Cooper Financial Group
California
$537K -$91.7K -1,056 -15%
SAM
266
Silvercrest Asset Management
New York
$534K -$16.5K -190 -3%
MAM
267
Meeder Asset Management
Ohio
$532K -$2.08M -23,906 -80%
AFP
268
Ausdal Financial Partners
Iowa
$527K +$6.08K +70 +1%
BB
269
Busey Bank
Illinois
$527K +$138K +1,592 +36%
CC
270
Courier Capital
New York
$520K
AAM
271
Autus Asset Management
Arizona
$518K -$51K -587 -9%
NPF
272
Norris Perne & French
Michigan
$518K
APP
273
Avantax Planning Partners
Iowa
$509K -$2.96K -34 -0.6%
KWM
274
Kingsview Wealth Management
Oregon
$506K +$39.8K +458 +9%
HB
275
Homrich & Berg
Georgia
$501K -$102K -1,178 -17%