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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 %
SYBT
376
Stock Yards Bank & Trust
Kentucky
$252K +$13.8K +154 +6%
GM
377
GeoWealth Management
Illinois
$252K +$252K +2,811 New
NWP
378
Northstar Wealth Partners
Connecticut
$245K -$181K -2,019 -42%
Lido Advisors
379
Lido Advisors
California
$244K +$21.4K +239 +10%
RFN
380
RDA Financial Network
Iowa
$242K -$13.1K -142 -5%
BP
381
Ballentine Partners
Massachusetts
$237K
FHA
382
Flagship Harbor Advisors
Massachusetts
$237K +$1.88K +21 +0.8%
AWS
383
AJ Wealth Strategies
New York
$236K
VFA
384
Valeo Financial Advisors
Indiana
$236K +$162K +1,801 +218%
SMC
385
Smith, Moore & Co
Missouri
$234K
NA
386
NewEdge Advisors
Louisiana
$231K +$231K +2,582 New
BI
387
Ballast Inc
Kentucky
$224K
SIC
388
Sigma Investment Counselors
Michigan
$224K +$224K +2,501 New
OC
389
Oakworth Capital
Alabama
$220K
LFAS
390
Level Four Advisory Services
Texas
$219K
MA
391
MONECO Advisors
Connecticut
$216K -$2.24K -25 -1%
TYCC
392
Texas Yale Capital Corp
Florida
$216K
DAS
393
Dynamic Advisor Solutions
Arizona
$216K +$216K +2,413 New
JFA
394
Johanson Financial Advisors
California
$215K -$18.9K -211 -8%
MC
395
Middleton & Co
Massachusetts
$215K
TC
396
TownSquare Capital
Utah
$214K -$7.26K -79 -3%
BWA
397
Burt Wealth Advisors
Maryland
$213K
KIA
398
KCM Investment Advisors
California
$213K
EWM
399
Evercore Wealth Management
New York
$213K +$7.25K +81 +4%
OC
400
Oarsman Capital
Wisconsin
$209K