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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 Market Value Shares Shares
Change
Shares
Change %
SWM
426
Sugarloaf Wealth Management
Georgia
$84K 1,044
TAM
427
Townsend Asset Management
North Carolina
$84K 1,040 +5 +0.5%
ST
428
Smithfield Trust
Pennsylvania
$83K 1,030 -380 -27%
BAM
429
Barrett Asset Management
New York
$83K 1,025 +250 +32%
BBHC
430
Brown Brothers Harriman & Co
New York
$82K 1,020
CIA
431
Cascade Investment Advisors
Oregon
$80.8K 1,000
DSC
432
Duncker Streett & Co
Missouri
$78K 961
JCM
433
Jacobi Capital Management
Pennsylvania
$78K 971 +545 +128%
PFWA
434
Paces Ferry Wealth Advisors
Georgia
$78K 960 +960 New
GM
435
GeoWealth Management
Illinois
$75K 931 +931 New
FHA
436
Flagship Harbor Advisors
Massachusetts
$74K 927 +31 +3%
Bessemer Group
437
Bessemer Group
New Jersey
$71K 879 -4,458 -84%
WB
438
West Bancorporation
Iowa
$70K 863 -55 -6%
BW
439
Bison Wealth
Georgia
$67K 831 +3 +0.4%
PC
440
Permanens Capital
New York
$66K 820 -390 -32%
TC
441
Trust Company
Kansas
$65K 799
MPWT
442
MassMutual Private Wealth & Trust
Connecticut
$59K 734 -499 -40%
SIS
443
SVB Investment Services
Utah
$57K 710
OC
444
Oakworth Capital
Alabama
$56K 698 -21 -3%
EFSCE
445
Enterprise Financial Services Corp (EFSC)
Missouri
$56K 696
LWCFA
446
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$54K 663
ME
447
McIlrath & Eck
Washington
$54K 662
OIA
448
Optimum Investment Advisors
Illinois
$48K 591
FFA
449
Founders Financial Alliance
North Carolina
$46K 550 +550 New
PO
450
Private Ocean
California
$43K 536