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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 %
PB
401
Pinnacle Bancorp
Nebraska
$186K
BWA
402
Burt Wealth Advisors
Maryland
$179K -$12.8K -159 -7%
Bank of Montreal
403
Bank of Montreal
Ontario, Canada
$179K +$61.5K +741 +52%
FCB
404
First Command Bank
Texas
$171K -$20.2K -250 -11%
FCFS
405
First Command Financial Services
Texas
$171K -$20.2K -250 -11%
FMT
406
First Mercantile Trust
Tennessee
$169K +$26.9K +300 +19%
CAW
407
Cornerstone Advisors (Washington)
Washington
$160K
IA
408
IFP Advisors
Florida
$160K +$644 +8 +0.4%
CAL
409
Capital Analysts LLC
Pennsylvania
$154K +$18.6K +230 +14%
CDIA
410
Capital Directions Investment Advisors
Georgia
$147K
HFS
411
HBC Financial Services
Washington
$146K
CFGS
412
Concourse Financial Group Securities
Alabama
$141K +$20.6K +256 +17%
S
413
SignatureFD
Georgia
$138K +$39.5K +487 +40%
PWMG
414
Prestige Wealth Management Group
New Jersey
$133K -$30.4K -375 -19%
PA
415
Parallel Advisors
California
$132K
PFS
416
Prospera Financial Services
Texas
$129K -$371K -4,599 -74%
GWS
417
Glassman Wealth Services
Virginia
$125K
MCM
418
MV Capital Management
Maryland
$123K
PFO
419
Pathstone Family Office
New Jersey
$116K -$8.01K -99 -6%
HF
420
Halpern Financial
Virginia
$107K
AIM
421
Anchor Investment Management
South Carolina
$105K +$105K +1,305 New
BA
422
Bristlecone Advisors
Washington
$104K +$104K +1,291 New
PWM
423
Provident Wealth Management
Tennessee
$99K +$46.5K +573 +88%
BBA
424
Braun-Bostich & Associates
Pennsylvania
$89K
SWM
425
Sugarloaf Wealth Management
Georgia
$84K