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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 %
AT
401
Arden Trust
Delaware
$137K -$772K -12,025 -85%
CDIA
402
Capital Directions Investment Advisors
Georgia
$133K -$2.88K -45 -2%
EWM
403
EPG Wealth Management
Georgia
$131K +$69.8K +1,092 +114%
BFC
404
Bedel Financial Consulting
Indiana
$128K +$17.5K +274 +16%
CAW
405
Cornerstone Advisors (Washington)
Washington
$127K -$89.6K -1,398 -41%
GWS
406
Glassman Wealth Services
Virginia
$123K
TAM
407
Townsend Asset Management
North Carolina
$116K
HF
408
Halpern Financial
Virginia
$113K -$19.9K -310 -15%
PA
409
Parallel Advisors
California
$112K -$16.5K -259 -13%
KFI
410
Key Financial Inc
Pennsylvania
$104K -$98.7K -1,510 -49%
HFS
411
HBC Financial Services
Washington
$98K
CFGS
412
Concourse Financial Group Securities
Alabama
$97K -$9.66K -150 -9%
S
413
SignatureFD
Georgia
$90K -$49.2K -769 -35%
ST
414
Smithfield Trust
Pennsylvania
$90K
OC
415
Oakworth Capital
Alabama
$89K -$66.8K -1,038 -43%
PC
416
Permanens Capital
New York
$85K +$30.3K +470 +55%
CFG
417
Citizens Financial Group
Rhode Island
$84K +$9.69K +150 +13%
RDWM
418
Red Door Wealth Management
Tennessee
$81K +$81K +1,267 New
FA
419
Fortis Advisors
Pennsylvania
$79K -$6.82K -107 -8%
MPWT
420
MassMutual Private Wealth & Trust
Connecticut
$75K -$300K -4,692 -80%
SC
421
Stralem & Co
New York
$71K +$71K +1,107 New
BBHC
422
Brown Brothers Harriman & Co
New York
$69K +$4.01K +63 +6%
SWM
423
Sugarloaf Wealth Management
Georgia
$67K
BBA
424
Braun-Bostich & Associates
Pennsylvania
$67K
TC
425
Trust Company
Kansas
$65K