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iShares Russell Mid-Cap Value ETF

538 hedge funds and large institutions have $7.47B invested in iShares Russell Mid-Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 148 increasing their positions, 199 reducing their positions, and 51 closing their positions.

Holders
538
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
10.88%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.51%
New
54
Increased
148
Reduced
199
Closed
51
Calls
$825K
Puts
$922K
Net Calls
-$97K
Net Calls Change
-$603K
Name Holding Trade Value Shares
Change
Shares
Change %
PA
376
Pinnacle Associates
New York
$232K
EAMA
377
EFG Asset Management (Americas)
Florida
$230K -$510K -6,317 -69%
NWM
378
Northwest Wealth Management
Iowa
$229K
T
379
TRUADVICE
Florida
$229K +$229K +2,700 New
PFC
380
Phocas Financial Corp
California
$227K
SYBT
381
Stock Yards Bank & Trust
Kentucky
$227K +$564 +7 +0.2%
FTUS
382
Flow Traders U.S.
New York
$225K +$225K +2,781 New
Financial Engines Advisors
383
Financial Engines Advisors
California
$225K +$225K +2,784 New
PFBT
384
Parkside Financial Bank & Trust
Missouri
$221K
HCIA
385
Hochman Cole Investment Advisors
Illinois
$219K
AIA
386
Arbor Investment Advisors
North Carolina
$219K +$485 +6 +0.2%
MWM
387
Meridian Wealth Management
Kentucky
$217K +$217K +2,690 New
BCA
388
Biltmore Capital Advisors
New Jersey
$215K +$215K +2,654 New
MFGP
389
Marshall Financial Group (Pennsylvania)
Pennsylvania
$214K +$162 +2 +0.1%
RFN
390
RDA Financial Network
Iowa
$212K -$729 -9 -0.3%
MWM
391
Mission Wealth Management
California
$211K -$33.6K -416 -14%
BDF
392
Balasa Dinverno & Foltz
$209K +$209K +2,587 New
CFA
393
Carroll Financial Associates
North Carolina
$207K
AWS
394
AJ Wealth Strategies
New York
$205K +$205K +2,539 New
Lido Advisors
395
Lido Advisors
California
$204K -$39.1K -483 -16%
TA
396
TFG Advisers
Michigan
$203K +$203K +2,515 New
BI
397
Ballast Inc
Kentucky
$202K +$202K +2,504 New
TFGT
398
TS Financial Group (TSFG)
Illinois
$190K +$485 +6 +0.3%
SC
399
Steph & Co
Wisconsin
$189K
AA
400
Ancora Advisors
Ohio
$186K