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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 %
EAMA
326
EFG Asset Management (Americas)
Florida
$351K +$351K +3,933 New
RBFC
327
Roman Butler Fullerton & Co
Missouri
$350K -$9.71K -109 -3%
CFGS
328
Concourse Financial Group Securities
Alabama
$350K +$10.3K +116 +3%
TP
329
Tranquility Partners
Tennessee
$346K +$346K +3,885 New
CB
330
Chemical Bank
Michigan
$345K
IB
331
Intrust Bank
Kansas
$343K
Susquehanna International Group
332
Susquehanna International Group
Pennsylvania
$341K -$1.11M -12,493 -77%
FMWA
333
Forvis Mazars Wealth Advisors
Missouri
$335K -$26.3K -295 -7%
IWP
334
Icon Wealth Partners
Texas
$332K -$6.23K -70 -2%
BFPW
335
BOK Financial Private Wealth
Colorado
$332K
VWA
336
V Wealth Advisors
Kansas
$330K +$17.3K +194 +6%
CIC
337
Carnegie Investment Counsel
Ohio
$329K -$46.8K -525 -12%
BWM
338
Baystate Wealth Management
Massachusetts
$325K -$9.33K -104 -3%
BPA
339
Beacon Pointe Advisors
California
$317K +$317K +3,569 New
NGA
340
Naples Global Advisors
Florida
$316K
OBWP
341
O'Brien Wealth Partners
Massachusetts
$316K
AWA
342
Artemis Wealth Advisors
New York
$312K
MIC
343
Means Investment Company
Maine
$311K +$1.17K +13 +0.4%
BFIM
344
Beese Fulmer Investment Management
Ohio
$310K
APW
345
Acima Private Wealth
Virginia
$304K
DY
346
Dowling & Yahnke
California
$304K
CWP
347
Capital Wealth Planning
Florida
$304K +$304K +3,410 New
CAW
348
Cornerstone Advisors (Washington)
Washington
$301K
CCA
349
Cobblestone Capital Advisors
New York
$298K
SHWM
350
Smith & Howard Wealth Management
Georgia
$297K