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iShares Russell Mid-Cap Value ETF

542 hedge funds and large institutions have $7.68B invested in iShares Russell Mid-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 190 increasing their positions, 171 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
-21
Holders Change %
-3.73%
% of All Funds
11.79%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.61%
New
39
Increased
190
Reduced
171
Closed
53
Calls
$624K
Puts
$446K
Net Calls
+$178K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
276
Cubic Asset Management
Massachusetts
$506K -$94.1K -1,056 -16%
GVAG
277
Great Valley Advisor Group
Delaware
$504K -$50.6K -567 -9%
DWA
278
Dougherty Wealth Advisers
Minnesota
$503K
FIA
279
Foundations Investment Advisors
Arizona
$501K -$20.2M -224,044 -98%
FNB
280
Farmers National Bank
Kentucky
$499K +$27.9K +313 +6%
QCG
281
Quadrant Capital Group
Ohio
$489K
CWM
282
Cranbrook Wealth Management
Michigan
$487K
FFBTD
283
First Financial Bank - Trust Division
Ohio
$485K +$19.7K +221 +4%
PA
284
PFG Advisors
Arizona
$484K +$484K +5,338 New
FAIM
285
Financial Advocates Investment Management
Washington
$482K +$109K +1,223 +29%
CCM
286
Cohen Capital Management
California
$476K -$31.4K -353 -6%
PWMG
287
Prestige Wealth Management Group
New Jersey
$474K -$155K -1,742 -25%
FNBT
288
FineMark National Bank & Trust
Florida
$472K +$31.3K +351 +7%
Luther King Capital Management (LKCM)
289
Luther King Capital Management (LKCM)
Texas
$471K -$459K
RJT
290
Raymond James Trust
Florida
$471K +$17.2K +193 +4%
FLI
291
Family Legacy Inc
South Carolina
$470K
MWM
292
Mission Wealth Management
California
$465K +$121K +1,362 +35%
IA
293
IFG Advisory
Georgia
$464K +$89 +1 +0%
WT
294
Washington Trust
Rhode Island
$450K -$1.34K -15 -0.3%
BPWA
295
Beacon Pointe Wealth Advisors
California
$449K +$267 +3 +0.1%
AFC
296
AFT Forsyth & Company
Florida
$444K +$103K +1,152 +30%
CCP
297
Corient Capital Partners
California
$441K
CBFP
298
Cedar Brook Financial Partners
Ohio
$440K +$267 +3 +0.1%
CBU
299
CIBC Bank USA
Illinois
$439K
DW
300
Domani Wealth
Pennsylvania
$431K