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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 %
CBT
451
Capital Bank & Trust
California
$29K
SFS
452
Sowell Financial Services
Arkansas
$29K +$14.9K +233 +106%
TL
453
TrueWealth LLC
Georgia
$28K
EI
454
Ellevest Inc
New York
$27K -$2.35K -37 -8%
CIAS
455
CBIZ Investment Advisory Services
Ohio
$27K -$61K
LGWM
456
Litman Gregory Wealth Management
California
$27K
SIAP
457
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$27K
RFWA
458
RPg Family Wealth Advisory
Massachusetts
$26.9K
CFB
459
Cullen/Frost Bankers
Texas
$26K -$18.6K -293 -42%
NSB
460
Norway Savings Bank
Maine
$26K
CFO
461
CVA Family Office
Colorado
$26K +$26K +411 New
PA
462
Procyon Advisors
Connecticut
$23K
CFFP
463
Center for Financial Planning
Michigan
$23K +$5.67K +90 +33%
FANJ
464
Financial Architects (New Jersey)
New Jersey
$22K
CCM
465
Covington Capital Management
California
$22K +$1.75K +27 +9%
BWA
466
BDO Wealth Advisors
Florida
$22K +$18.6K +287 +542%
ANBT
467
American National Bank & Trust
Texas
$21K
BFO
468
Biltmore Family Office
North Carolina
$21K
AF
469
Allworth Financial
California
$21K +$9.32K +146 +80%
CAN
470
Claraphi Advisory Network
United States
$21K +$21K +329 New
TFO
471
Tarbox Family Office
California
$21K +$21K +329 New
SNT
472
Security National Trust
West Virginia
$20K
CAL
473
Capital Advisors Ltd
Ohio
$19K
CAGAS
474
Capital Advisory Group Advisory Services
Minnesota
$19K
BBPWM
475
Blue Bell Private Wealth Management
Pennsylvania
$19K