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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 %
BGIM
351
Brandywine Global Investment Management
Pennsylvania
$238K +$238K +3,704 New
FMT
352
First Mercantile Trust
Tennessee
$237K +$130K +2,028 +121%
LCM
353
Leisure Capital Management
California
$233K +$58.7K +915 +34%
IWAG
354
Integer Wealth Advisors Group
Georgia
$230K
MWM
355
McNaughton Wealth Management
California
$229K -$81.1K -1,263 -26%
IWP
356
Icon Wealth Partners
Texas
$229K -$2.25K -35 -1%
MBT
357
Montecito Bank & Trust
California
$227K
NGA
358
Naples Global Advisors
Florida
$227K
GVAG
359
Great Valley Advisor Group
Delaware
$226K -$83.8K -1,307 -27%
FA
360
FDx Advisors
Illinois
$225K -$39.6K -619 -15%
FCFS
361
First Command Financial Services
Texas
$225K +$2.89K +45 +1%
FCB
362
First Command Bank
Texas
$225K +$2.89K +45 +1%
AWA
363
Artemis Wealth Advisors
New York
$224K
BFPW
364
BOK Financial Private Wealth
Colorado
$224K -$9.36K -146 -4%
CIC
365
Carnegie Investment Counsel
Ohio
$223K -$3.6K -56 -2%
BFIM
366
Beese Fulmer Investment Management
Ohio
$223K
9WM
367
9258 Wealth Management
Ohio
$221K
VFA
368
Valeo Financial Advisors
Indiana
$221K +$23.2K +331 +12%
APW
369
Acima Private Wealth
Virginia
$219K
CCA
370
Cobblestone Capital Advisors
New York
$214K
DY
371
Dowling & Yahnke
California
$213K -$6.16K -96 -3%
AIC
372
Ameritas Investment Company
Nebraska
$212K -$2.3K -36 -1%
NAM
373
NTV Asset Management
West Virginia
$210K +$210K +3,276 New
RMDI
374
R.M. Davis Inc
Maine
$208K -$12.1K -189 -5%
RTC
375
Riverview Trust Company
Washington
$207K