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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 %
TC
426
Trust Company
Kansas
$91K
BBHC
427
Brown Brothers Harriman & Co
New York
$91K
RCA
428
Rowland Carmichael Advisors
Arizona
$88K +$88K +980 New
WP
429
WealthShield Partners
North Carolina
$86K
MPWT
430
MassMutual Private Wealth & Trust
Connecticut
$84K
JCM
431
Jacobi Capital Management
Pennsylvania
$78K
OIA
432
Optimum Investment Advisors
Illinois
$75K -$9.9K -111 -12%
BAM
433
Barrett Asset Management
New York
$74K
Bank of Montreal
434
Bank of Montreal
Ontario, Canada
$73K -$13.7M -153,803 -99%
BFEC
435
Benjamin F. Edwards & Company
Missouri
$70K +$4.86K +54 +7%
JGIA
436
Jackson Grant Investment Advisers
Connecticut
$67K +$358 +4 +0.5%
PC
437
Permanens Capital
New York
$67K +$8.95K +100 +15%
LWCFA
438
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$66K -$49.9K -560 -43%
TCOV
439
Trust Company of Vermont
Vermont
$65K
FCA
440
FinTrust Capital Advisors
South Carolina
$64K
FMTCOCP
441
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$63K
EFSCE
442
Enterprise Financial Services Corp (EFSC)
Missouri
$62K -$10.1K -113 -14%
ME
443
McIlrath & Eck
Washington
$60K +$13.4K +150 +29%
Boston Partners
444
Boston Partners
Massachusetts
$57K +$57K +620 New
CFB
445
Cullen/Frost Bankers
Texas
$56K -$2.24K -25 -4%
BAMG
446
Brand Asset Management Group
Missouri
$55K
GTAM
447
Global Trust Asset Management
Florida
$54K
GSWM
448
Golden State Wealth Management
California
$54K
PO
449
Private Ocean
California
$49K
First Manhattan
450
First Manhattan
New York
$48K -$8.57K -96 -15%