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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 %
Franklin Resources
301
Franklin Resources
California
$430K +$430K +4,828 New
MBT
302
Montecito Bank & Trust
California
$429K
ECG
303
Edge Capital Group
Georgia
$429K +$624 +7 +0.1%
EK
304
Evensky & Katz
Florida
$429K +$2.14K +24 +0.5%
FNBOO
305
First National Bank of Omaha
Nebraska
$426K -$22.7K -255 -5%
RIS
306
Retirement Income Solutions
Michigan
$425K +$176K +1,978 +71%
NWP
307
Northstar Wealth Partners
Connecticut
$424K +$10.4K +117 +3%
CCM
308
Colorado Capital Management
Colorado
$422K -$30.6K -344 -7%
VFA
309
Voya Financial Advisors
Connecticut
$413K +$34.8K +395 +9%
CWM
310
Cordatus Wealth Management
Pennsylvania
$410K -$4.81K -54 -1%
Chevy Chase Trust
311
Chevy Chase Trust
Maryland
$408K
TPA
312
Trivium Point Advisory
Connecticut
$408K +$2.76K +31 +0.7%
Neuberger Berman Group
313
Neuberger Berman Group
New York
$404K +$28.1K +315 +7%
AIM
314
Allen Investment Management
New York
$400K -$4.01K -45 -1%
CAG
315
Crestwood Advisors Group
Massachusetts
$398K +$43.3K +485 +12%
WAM
316
Wealthspire Advisors (Maryland)
Maryland
$391K +$357 +4 +0.1%
MCM
317
Manchester Capital Management
Vermont
$390K
BEAM
318
Baker Ellis Asset Management
Washington
$380K
IF
319
IRON Financial
Illinois
$379K +$379K +4,362 New
CWS
320
Cypress Wealth Services
California
$375K +$41.6K +467 +12%
GFP
321
Gryphon Financial Partners
Ohio
$370K
Mercer Global Advisors
322
Mercer Global Advisors
Colorado
$369K +$106K +1,191 +40%
1SB
323
1ST Source Bank
Indiana
$365K
Barclays
324
Barclays
United Kingdom
$362K -$10.7M -119,848 -97%
BAM
325
Berkshire Asset Management
Pennsylvania
$351K