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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 %
SHWM
351
Smith & Howard Wealth Management
Georgia
$299K
LNC
352
Lincoln National Corp
Pennsylvania
$299K +$24.1K +269 +9%
CIBC World Market
353
CIBC World Market
Ontario, Canada
$298K +$54.2K +604 +22%
DJSG
354
D.J. St. Germain
Massachusetts
$292K
RTC
355
Riverview Trust Company
Washington
$290K
MCM
356
MV Capital Management
Maryland
$289K
VA
357
Valmark Advisers
Ohio
$287K -$7.44K -83 -3%
WI
358
WrapManager Inc
California
$287K -$2.06K -23 -0.7%
QCM
359
Quest Capital Management
Texas
$285K +$55.8K +622 +24%
BPA
360
Beacon Pointe Advisors
California
$284K -$34.6K -388 -11%
MFGP
361
Marshall Financial Group (Pennsylvania)
Pennsylvania
$284K
UBV
362
United Bank (Virginia)
Virginia
$283K
WJWM
363
Williams Jones Wealth Management
New York
$282K +$282K +3,146 New
PFG
364
Pacific Financial Group
Washington
$280K -$2.05K -23 -0.7%
AP
365
Appleton Partners
Massachusetts
$280K
PWM
366
Perigon Wealth Management
California
$278K -$890 -10 -0.3%
DC
367
Davenport & Co
Virginia
$277K -$17.9K -200 -6%
CFA
368
Carroll Financial Associates
North Carolina
$272K
GRP
369
Global Retirement Partners
California
$272K +$3.95K +44 +1%
PAI
370
Pittenger & Anderson Inc
Nebraska
$269K
LB
371
Landmark Bank
Missouri
$260K
HCIA
372
Hochman Cole Investment Advisors
Illinois
$258K -$9.85K -110 -4%
Two Sigma Investments
373
Two Sigma Investments
New York
$256K -$21.2K -236 -8%
NWM
374
Northwest Wealth Management
Iowa
$254K
DWA
375
Dougherty Wealth Advisers
Minnesota
$253K -$252K -2,814 -50%