IWS icon

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 %
MFT
501
Moisand Fitzgerald Tamayo
Florida
$13K 156 +156 New
HPC
502
HM Payson & Co
Maine
$12K 150
TWA
503
TCI Wealth Advisors
Arizona
$12K 148 +1 +0.7%
BWM
504
Baystate Wealth Management
Massachusetts
$12K 153 +1 +0.7%
POIA
505
Pin Oak Investment Advisors
Texas
$10K 128
FFC
506
First Financial Corp
Indiana
$10K 120
EWM
507
Endurance Wealth Management
Rhode Island
$10K 127
FRA
508
Front Row Advisors
California
$10K 109
HS
509
Horan Securities
United States
$10K 125
ADL
510
Asset Dedication LLC
California
$10K 132 +53 +67%
PFGIA
511
Patriot Financial Group Insurance Agency
Massachusetts
$9K 113
MG
512
MilWealth Group
Wisconsin
$8.89K 110
HFA
513
Hoover Financial Advisors
Pennsylvania
$8K 96 -901 -90%
AW
514
Avion Wealth
Texas
$8K 93
GI
515
Gradient Investments
Minnesota
$8K 100 +71 +245%
MPCG
516
Matrix Private Capital Group
New York
$7K 90
PP
517
PrairieView Partners
Minnesota
$7K 86 +9 +12%
FP
518
Fiduciary Planning
Florida
$7K 89 +89 New
JWBC
519
John W. Brooker & Co
California
$6K 75
SIC
520
Salem Investment Counselors
North Carolina
$6K 75
CTB
521
Country Trust Bank
Illinois
$6K 77 +77 New
CAM
522
Costello Asset Management
Pennsylvania
$5K 58
GAM
523
Gemmer Asset Management
California
$5K 57
AF
524
Affiance Financial
Minnesota
$5K 64 +1 +2%
LFG
525
Larson Financial Group
Missouri
$4K 50