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iShares Russell Mid-Cap Value ETF

536 hedge funds and large institutions have $7.96B invested in iShares Russell Mid-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 158 increasing their positions, 190 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
-6
Holders Change %
-1.11%
% of All Funds
11.77%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.61%
New
32
Increased
158
Reduced
190
Closed
34
Calls
$359K
Puts
$816K
Net Calls
-$457K
Net Calls Change
-$635K
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
251
Kingsview Wealth Management
Oregon
$623K +$54.6K +608 +10%
TWP
252
Total Wealth Planning
Ohio
$621K -$15.1K -168 -2%
BA
253
Ballew Advisors
Mississippi
$620K -$21.4K -248 -3%
BCM
254
BTC Capital Management
Iowa
$619K
FUBT
255
First United Bank & Trust
Maryland
$618K -$101K -1,120 -14%
TI
256
Truepoint Inc
Ohio
$608K
FMTC
257
Farmers & Merchants Trust Company
California
$590K
HB
258
Homrich & Berg
Georgia
$588K +$16K +179 +3%
AAM
259
Autus Asset Management
Arizona
$583K -$1.34K -15 -0.2%
SWM
260
SeaCrest Wealth Management
New York
$582K +$582K +6,486 New
CC
261
Courier Capital
New York
$580K +$57.5K +658 +11%
FFN
262
Focus Financial Network
Minnesota
$574K -$4.93K -55 -0.9%
ZF
263
Zhang Financial
Michigan
$574K -$27.1K -302 -5%
SAM
264
Silvercrest Asset Management
New York
$563K
MGIA
265
Moneta Group Investment Advisors
Missouri
$560K -$697K -7,770 -55%
MWM
266
Mission Wealth Management
California
$558K +$90.3K +1,007 +19%
PJSIMP
267
P.J. Schmidt Investment Management (PJS)
Wisconsin
$547K
CFG
268
Cooper Financial Group
California
$546K -$15.8K -176 -3%
FAAS
269
First Allied Advisory Services
California
$545K -$101K -1,130 -16%
NPF
270
Norris Perne & French
Michigan
$537K +$987 +11 +0.2%
KPW
271
Kore Private Wealth
New York
$535K -$48K -544 -8%
APP
272
Avantax Planning Partners
Iowa
$526K
DWA
273
Douglass Winthrop Advisors
New York
$511K -$5.38K -60 -1%
CAM
274
Cubic Asset Management
Massachusetts
$508K -$1.89K -21 -0.4%
FNBT
275
FineMark National Bank & Trust
Florida
$498K +$23.5K +262 +5%