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iShares Russell Mid-Cap Value ETF

629 hedge funds and large institutions have $9.28B invested in iShares Russell Mid-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 186 increasing their positions, 174 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+91
Holders Change %
+16.91%
% of All Funds
11.16%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.57%
New
132
Increased
186
Reduced
174
Closed
30
Calls
$5.47M
Puts
$233K
Net Calls
+$5.24M
Net Calls Change
+$5.33M
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
326
Kingsview Wealth Management
Oregon
$489K -$12.9K -133 -3%
AA
327
Alesco Advisors
New York
$489K
FWP
328
Falcon Wealth Planning
California
$488K +$488K +5,029 New
LC
329
LCNB Corp
Ohio
$479K
MOACM
330
Mutual of America Capital Management
New York
$476K
DJSG
331
D.J. St. Germain
Massachusetts
$472K
DI
332
DAGCO Inc
Ohio
$469K +$469K +4,836 New
JFGIW
333
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$464K -$273K -2,812 -37%
TGAM
334
TBH Global Asset Management
Tennessee
$455K -$130K -1,340 -22%
FUBT
335
First United Bank & Trust
Maryland
$446K -$21.3K -220 -5%
AIC
336
Ameritas Investment Company
Nebraska
$441K +$119K +1,231 +37%
AW
337
ACG Wealth
Georgia
$434K +$194 +2 +0%
9WM
338
9258 Wealth Management
Ohio
$434K +$133K +1,372 +44%
CAG
339
Csenge Advisory Group
Florida
$427K +$120K +1,235 +39%
WT
340
Washington Trust
Rhode Island
$426K +$59.7K +615 +16%
MCM
341
Manchester Capital Management
Vermont
$424K
NFG
342
NewFocus Financial Group
Washington
$424K
IWAG
343
Integer Wealth Advisors Group
Georgia
$421K -$37.1K -373 -8%
AI
344
Accredited Investors
Minnesota
$418K -$140K -1,443 -25%
CWM
345
Cranbrook Wealth Management
Michigan
$418K
ECG
346
Edge Capital Group
Georgia
$417K -$49.4K -510 -11%
CCP
347
Corient Capital Partners
California
$417K -$4.85K -50 -1%
OFG
348
Oxford Financial Group
Indiana
$415K
DC
349
Davenport & Co
Virginia
$408K +$25.1K +259 +7%
CWS
350
Cypress Wealth Services
California
$408K +$408K +4,207 New