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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.

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 %
PFBT
426
Parkside Financial Bank & Trust
Missouri
$249K +$40.4K +427 +19%
NA
427
NewEdge Advisors
Louisiana
$248K +$4.16K +44 +2%
RWP
428
RWA Wealth Partners
Massachusetts
$247K -$2.8M -29,461 -92%
NWP
429
Northstar Wealth Partners
Connecticut
$247K -$11.8K -125 -5%
RFN
430
RDA Financial Network
Iowa
$247K
BMCM
431
Bryn Mawr Capital Management
Pennsylvania
$247K +$247K +2,610 New
SWP
432
Summit Wealth Partners
Florida
$244K +$244K +2,571 New
AWS
433
AJ Wealth Strategies
New York
$241K -$9.02K -95 -4%
BI
434
Ballast Inc
Kentucky
$237K
WIC
435
Woodmont Investment Counsel
Tennessee
$237K +$237K +2,500 New
Koshinski Asset Management
436
Koshinski Asset Management
Illinois
$237K +$237K +2,507 New
SMC
437
Smith, Moore & Co
Missouri
$236K -$11.1K -117 -4%
CGA
438
Crescent Grove Advisors
Illinois
$234K +$21.4K +226 +10%
MA
439
MONECO Advisors
Connecticut
$233K +$674 +7 +0.3%
ESB
440
Essex Savings Bank
Connecticut
$229K +$229K +2,416 New
TA
441
TFG Advisers
Michigan
$229K +$229K +2,417 New
OC
442
Oakworth Capital
Alabama
$228K -$2.07K -22 -0.9%
TYCC
443
Texas Yale Capital Corp
Florida
$228K
MC
444
Middleton & Co
Massachusetts
$228K
MAM
445
Marotta Asset Management
Virginia
$228K +$228K +2,436 New
KIA
446
KCM Investment Advisors
California
$226K
LFAS
447
Level Four Advisory Services
Texas
$225K -$6.45K -68 -3%
BWA
448
Burt Wealth Advisors
Maryland
$225K
WAP
449
Wealthcare Advisory Partners
Pennsylvania
$225K +$6.35K +67 +3%
OC
450
Oarsman Capital
Wisconsin
$221K