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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 %
TNB
326
TCF National Bank
South Dakota
$347K +$347K +3,870 New
BAM
327
Berkshire Asset Management
Pennsylvania
$346K -$7.53K -84 -2%
IB
328
Intrust Bank
Kansas
$345K
HSWM
329
Hubbell Strickland Wealth Management
Louisiana
$344K +$344K +3,834 New
CBFP
330
Cedar Brook Financial Partners
Ohio
$341K -$102K -1,141 -23%
FMWA
331
Forvis Mazars Wealth Advisors
Missouri
$338K
VWA
332
V Wealth Advisors
Kansas
$338K +$4.94K +55 +1%
IWP
333
Icon Wealth Partners
Texas
$334K
BFPW
334
BOK Financial Private Wealth
Colorado
$329K -$5.11K -57 -2%
MIC
335
Means Investment Company
Maine
$320K +$1.29K +14 +0.4%
MBT
336
Montecito Bank & Trust
California
$318K -$114K -1,275 -26%
NGA
337
Naples Global Advisors
Florida
$318K
CIC
338
Carnegie Investment Counsel
Ohio
$317K -$14.6K -163 -4%
OBWP
339
O'Brien Wealth Partners
Massachusetts
$314K
AWA
340
Artemis Wealth Advisors
New York
$314K
BFIM
341
Beese Fulmer Investment Management
Ohio
$312K
AIC
342
Ameritas Investment Company
Nebraska
$311K +$72.7K +810 +31%
CWP
343
Capital Wealth Planning
Florida
$308K
LSA
344
L & S Advisors
California
$308K +$308K +3,435 New
DY
345
Dowling & Yahnke
California
$306K
RMDI
346
R.M. Davis Inc
Maine
$306K +$306K +3,414 New
APW
347
Acima Private Wealth
Virginia
$305K
CAW
348
Cornerstone Advisors (Washington)
Washington
$303K
CCA
349
Cobblestone Capital Advisors
New York
$300K
EAMA
350
EFG Asset Management (Americas)
Florida
$299K -$53.8K -600 -15%