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iShares Russell Mid-Cap Value ETF

532 hedge funds and large institutions have $6.5B invested in iShares Russell Mid-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 167 increasing their positions, 202 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
-88
Holders Change %
-14.19%
% of All Funds
11.75%
Holding in Top 10
25
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-34.21%
% of All Funds
0.55%
New
49
Increased
167
Reduced
202
Closed
128
Calls
$378K
Puts
$10K
Net Calls
+$368K
Net Calls Change
+$593K
Name Holding Trade Value Shares
Change
Shares
Change %
CCP
326
Corient Capital Partners
California
$279K -$38.3K -598 -12%
GFP
327
Gryphon Financial Partners
Ohio
$278K
OFG
328
Oxford Financial Group
Indiana
$275K
AIM
329
Allen Investment Management
New York
$272K -$7.05K -110 -3%
CWS
330
Cypress Wealth Services
California
$270K
VWA
331
V Wealth Advisors
Kansas
$270K +$28.3K +441 +12%
FCM
332
Firestone Capital Management
Florida
$267K
BAM
333
Berkshire Asset Management
Pennsylvania
$267K +$5.45K +85 +2%
Chevy Chase Trust
334
Chevy Chase Trust
Maryland
$264K -$10.9K -169 -4%
1SB
335
1ST Source Bank
Indiana
$263K
BEAM
336
Baker Ellis Asset Management
Washington
$263K
WTB
337
Washington Trust Bank
Washington
$262K +$47.4K +741 +22%
Barclays
338
Barclays
United Kingdom
$260K
GTAM
339
Global Trust Asset Management
Florida
$260K +$221K +3,389 +565%
WT
340
Washington Trust
Rhode Island
$258K +$258K +4,026 New
EWMCB
341
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$250K
NFG
342
Nadler Financial Group
Illinois
$247K -$30.1K -470 -11%
HSWM
343
Hubbell Strickland Wealth Management
Louisiana
$247K +$514 +8 +0.2%
IB
344
Intrust Bank
Kansas
$246K -$6.4K -100 -3%
AFC
345
AFT Forsyth & Company
Florida
$246K -$52.2K -815 -18%
RIS
346
Retirement Income Solutions
Michigan
$243K
HTC
347
Haverford Trust Company
Pennsylvania
$242K
VFA
348
Voya Financial Advisors
Connecticut
$241K -$9.39K -144 -4%
MIC
349
Means Investment Company
Maine
$239K +$1.77K +26 +0.7%
FMWA
350
Forvis Mazars Wealth Advisors
Missouri
$238K -$4.61K -72 -2%