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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.

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 Market Value Shares Shares
Change
Shares
Change %
HPC
501
HM Payson & Co
Maine
$10K 150
EWP
502
Engrave Wealth Partners
Texas
$10K 160
LWM
503
Liberty Wealth Management
California
$10K 153 +1 +0.7%
GI
504
Gradient Investments
Minnesota
$10K 149 +120 +414%
EWM
505
Endurance Wealth Management
Rhode Island
$9K 138
AIS
506
Accurate Investment Solutions
Pennsylvania
$9K 138 +1 +0.7%
TWA
507
TCI Wealth Advisors
Arizona
$9K 145 +17 +13%
FRA
508
Front Row Advisors
California
$8K 109 -70 -39%
FFW
509
Fusion Family Wealth
New York
$8K 129
FFC
510
First Financial Corp
Indiana
$8K 120
LPWM
511
Lake Point Wealth Management
Texas
$8K 126
POIA
512
Pin Oak Investment Advisors
Texas
$8K 128
HS
513
Horan Securities
United States
$8K 125 +125 New
MG
514
MilWealth Group
Wisconsin
$7.05K 110
PFGIA
515
Patriot Financial Group Insurance Agency
Massachusetts
$7K 113
AssetMark Inc
516
AssetMark Inc
California
$6K 96 -231 -71%
AW
517
Avion Wealth
Texas
$6K 93 +93 New
BWL
518
Bogart Wealth LLC
Virginia
$6K 94 +94 New
TC
519
Truvestments Capital
Florida
$6K 100 +100 New
JWBC
520
John W. Brooker & Co
California
$5K 75
PP
521
PrairieView Partners
Minnesota
$5K 77 +77 New
MPCG
522
Matrix Private Capital Group
New York
$4K 64
GAM
523
Gemmer Asset Management
California
$4K 57
YAL
524
Your Advocates Ltd
Texas
$4K 60 +60 New
AF
525
Affiance Financial
Minnesota
$4K 63 +63 New