IWS icon

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 %
Neuberger Berman Group
301
Neuberger Berman Group
New York
$415K +$8.69K +97 +2%
LC
302
LCNB Corp
Ohio
$412K +$156K +1,741 +61%
Mercer Global Advisors
303
Mercer Global Advisors
Colorado
$402K +$31.2K +349 +8%
FA
304
FDx Advisors
Illinois
$400K -$351K -3,911 -47%
IA
305
IFP Advisors
Florida
$398K +$398K +4,459 New
AIM
306
Allen Investment Management
New York
$397K -$6.47K -72 -2%
BPWA
307
Beacon Pointe Wealth Advisors
California
$396K -$55K -615 -12%
FNBOO
308
First National Bank of Omaha
Nebraska
$395K -$34.2K -381 -8%
WAM
309
Wealthspire Advisors (Maryland)
Maryland
$394K
CCM
310
Colorado Capital Management
Colorado
$393K -$31K -346 -7%
MCM
311
Manchester Capital Management
Vermont
$393K
IF
312
IRON Financial
Illinois
$392K +$269 +3 +0.1%
AIG
313
American International Group
New York
$388K -$1.87M -20,800 -83%
Chevy Chase Trust
314
Chevy Chase Trust
Maryland
$384K -$26.9K -300 -7%
GFP
315
Gryphon Financial Partners
Ohio
$380K +$6.74K +75 +2%
OFG
316
Oxford Financial Group
Indiana
$380K +$380K +4,236 New
VFA
317
Voya Financial Advisors
Connecticut
$379K -$40.5K -452 -10%
BEAM
318
Baker Ellis Asset Management
Washington
$378K -$5.12K -57 -1%
CWS
319
Cypress Wealth Services
California
$377K
CAG
320
Crestwood Advisors Group
Massachusetts
$376K -$24.1K -269 -6%
RBFC
321
Roman Butler Fullerton & Co
Missouri
$372K +$19K +212 +5%
1SB
322
1ST Source Bank
Indiana
$368K
Barclays
323
Barclays
United Kingdom
$364K
FAIM
324
Financial Advocates Investment Management
Washington
$363K -$122K -1,358 -25%
EWMCB
325
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$350K +$350K +3,900 New