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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 %
DC
351
Davenport & Co
Virginia
$294K +$48.5K +545 +20%
VA
352
Valmark Advisers
Ohio
$293K +$7.23K +81 +3%
DJSG
353
D.J. St. Germain
Massachusetts
$290K +$22.3K +250 +8%
RTC
354
Riverview Trust Company
Washington
$288K -$268 -3 -0.1%
WI
355
WrapManager Inc
California
$287K
MCM
356
MV Capital Management
Maryland
$287K
MFGP
357
Marshall Financial Group (Pennsylvania)
Pennsylvania
$282K
UBV
358
United Bank (Virginia)
Virginia
$281K
FFG
359
Frisch Financial Group
New York
$280K -$49.9K -559 -15%
WJA
360
Williams Jones & Associates
New York
$280K +$13K +146 +5%
PWM
361
Perigon Wealth Management
California
$279K -$182K -2,050 -40%
AP
362
Appleton Partners
Massachusetts
$278K -$2.23K -25 -0.8%
Two Sigma Investments
363
Two Sigma Investments
New York
$276K -$9.18M -102,780 -97%
PFG
364
Pacific Financial Group
Washington
$275K
LNC
365
Lincoln National Corp
Pennsylvania
$273K +$273K +3,063 New
CFA
366
Carroll Financial Associates
North Carolina
$271K -$13.9K -156 -5%
HCIA
367
Hochman Cole Investment Advisors
Illinois
$267K -$25.5K -286 -9%
PAI
368
Pittenger & Anderson Inc
Nebraska
$267K
GRP
369
Global Retirement Partners
California
$266K +$21.8K +245 +9%
Lazard Asset Management
370
Lazard Asset Management
New York
$265K +$86.8K +975 +49%
LB
371
Landmark Bank
Missouri
$258K +$31.9K +358 +14%
LC
372
LCNB Corp
Ohio
$254K
NWM
373
Northwest Wealth Management
Iowa
$252K
RFN
374
RDA Financial Network
Iowa
$249K -$540 -6 -0.2%
CIBC World Market
375
CIBC World Market
Ontario, Canada
$242K +$242K +2,714 New