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iShares Russell Mid-Cap Value ETF

620 hedge funds and large institutions have $8.91B invested in iShares Russell Mid-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 206 increasing their positions, 145 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+84
Holders Change %
+15.67%
% of All Funds
12.24%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.75%
New
123
Increased
206
Reduced
145
Closed
32
Calls
$315K
Puts
$540K
Net Calls
-$225K
Net Calls Change
+$232K
Name Holding Trade Value Shares
Change
Shares
Change %
BFIM
376
Beese Fulmer Investment Management
Ohio
$330K
FCB
377
First Command Bank
Texas
$329K +$119K +1,256 +57%
FCFS
378
First Command Financial Services
Texas
$329K +$119K +1,256 +57%
RMDI
379
R.M. Davis Inc
Maine
$326K +$2.37K +25 +0.7%
DY
380
Dowling & Yahnke
California
$324K
APW
381
Acima Private Wealth
Virginia
$323K
CWP
382
Capital Wealth Planning
Florida
$323K
DC
383
Davenport & Co
Virginia
$323K +$28.7K +303 +10%
EWM
384
Empirical Wealth Management
Washington
$323K +$323K +3,404 New
CAW
385
Cornerstone Advisors (Washington)
Washington
$320K
AIC
386
Ameritas Investment Company
Nebraska
$318K -$10.1K -107 -3%
WTB
387
Washington Trust Bank
Washington
$318K +$318K +3,352 New
CCA
388
Cobblestone Capital Advisors
New York
$317K
BPA
389
Beacon Pointe Advisors
California
$315K +$14.5K +154 +5%
JWCA
390
J.W. Cole Advisors
Florida
$312K +$312K +3,287 New
RTC
391
Riverview Trust Company
Washington
$306K
SIC
392
Sigma Investment Counselors
Michigan
$306K +$69.3K +732 +29%
SHWM
393
Smith & Howard Wealth Management
Georgia
$305K -$10.2K -108 -3%
MCM
394
MV Capital Management
Maryland
$305K
WI
395
WrapManager Inc
California
$303K -$759 -8 -0.2%
VA
396
Valmark Advisers
Ohio
$303K
MFGP
397
Marshall Financial Group (Pennsylvania)
Pennsylvania
$300K
IWAG
398
Integer Wealth Advisors Group
Georgia
$300K +$300K +3,174 New
TNB
399
TCF National Bank
South Dakota
$299K -$68.3K -720 -19%
UBV
400
United Bank (Virginia)
Virginia
$299K