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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 %
CIA
426
Cascade Investment Advisors
Oregon
$64.1K -$12.2K -190 -16%
WP
427
WealthShield Partners
North Carolina
$62K
DSC
428
Duncker Streett & Co
Missouri
$62K +$6.13K +95 +11%
BFEC
429
Benjamin F. Edwards & Company
Missouri
$59K -$16.6K -259 -22%
WB
430
West Bancorporation
Iowa
$59K
Bessemer Group
431
Bessemer Group
New Jersey
$56K -$11K -172 -16%
JCM
432
Jacobi Capital Management
Pennsylvania
$56K
BW
433
Bison Wealth
Georgia
$55K +$23.2K +363 +73%
TCOV
434
Trust Company of Vermont
Vermont
$54K +$7.59K +118 +16%
BAM
435
Barrett Asset Management
New York
$53K
First Manhattan
436
First Manhattan
New York
$53K +$21.6K +340 +69%
IA
437
Independence Advisors
Pennsylvania
$48K -$20.8K -322 -30%
HI
438
Hudock Inc
Pennsylvania
$47K +$47K +740 New
SIS
439
SVB Investment Services
Utah
$45K -$62.6K -987 -58%
FCA
440
FinTrust Capital Advisors
South Carolina
$45K
EFSCE
441
Enterprise Financial Services Corp (EFSC)
Missouri
$45K
ME
442
McIlrath & Eck
Washington
$42K
LWCFA
443
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42K
VCS
444
Vaughan & Co Securities
New Jersey
$38.2K
OIA
445
Optimum Investment Advisors
Illinois
$38K -$16.1K -250 -30%
PO
446
Private Ocean
California
$34K -$9.33K -147 -22%
FMII
447
Farmers & Merchants Investments Inc
Nebraska
$32K
ABC
448
Associated Banc-Corp
Wisconsin
$31K +$31K +487 New
GSWM
449
Golden State Wealth Management
California
$31K +$31K +490 New
CBT
450
Capital Bank & Trust
California
$29K