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iShares Russell Mid-Cap Value ETF

541 hedge funds and large institutions have $7.26B invested in iShares Russell Mid-Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 130 increasing their positions, 232 reducing their positions, and 46 closing their positions.

Holders
541
Holders Change
+9
Holders Change %
+1.69%
% of All Funds
11.12%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.55%
New
60
Increased
130
Reduced
232
Closed
46
Calls
$1.4M
Puts
$892K
Net Calls
+$506K
Net Calls Change
+$138K
Name Market Value Shares Shares
Change
Shares
Change %
BWM
501
Baystate Wealth Management
Massachusetts
$12K 152 -148 -49%
CAL
502
Capital Advisors Ltd
Ohio
$12K 161 -142 -47%
PMFA
503
Plante Moran Financial Advisors
Michigan
$12K 162
LWM
504
Liberty Wealth Management
California
$12K 154 +1 +0.7%
BSAM
505
Blue Square Asset Management
New York
$12K 151 +151 New
HPC
506
HM Payson & Co
Maine
$11K 150
TWA
507
TCI Wealth Advisors
Arizona
$11K 147 +2 +1%
EWM
508
Endurance Wealth Management
Rhode Island
$10K 127 -11 -8%
POIA
509
Pin Oak Investment Advisors
Texas
$10K 128
HS
510
Horan Securities
United States
$10K 125
FFC
511
First Financial Corp
Indiana
$9K 120
PFGIA
512
Patriot Financial Group Insurance Agency
Massachusetts
$9K 113
MG
513
MilWealth Group
Wisconsin
$8.42K 110
FRA
514
Front Row Advisors
California
$8K 109
AW
515
Avion Wealth
Texas
$7K 93
BWL
516
Bogart Wealth LLC
Virginia
$7K 94
TC
517
Truvestments Capital
Florida
$7K 100
MPCG
518
Matrix Private Capital Group
New York
$7K 90 +26 +41%
BWA
519
BDO Wealth Advisors
Florida
$6K 83 -257 -76%
SIC
520
Salem Investment Counselors
North Carolina
$6K 75 -203 -73%
ADL
521
Asset Dedication LLC
California
$6K 79 -198 -71%
PP
522
PrairieView Partners
Minnesota
$6K 77
JWBC
523
John W. Brooker & Co
California
$6K 75
AF
524
Affiance Financial
Minnesota
$5K 63
CFFP
525
Center for Financial Planning
Michigan
$4K 51 -314 -86%