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iShares Russell Mid-Cap Value ETF

620 hedge funds and large institutions have $8.91B invested in iShares Russell Mid-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 206 increasing their positions, 145 reducing their positions, and 32 closing their positions.

Holders
620
Holders Change
+84
Holders Change %
+15.67%
% of All Funds
12.24%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.75%
New
123
Increased
206
Reduced
145
Closed
32
Calls
$315K
Puts
$540K
Net Calls
-$225K
Net Calls Change
+$232K
Name Market Value Shares Shares
Change
Shares
Change %
CBT
526
Capital Bank & Trust
California
$44K 460
PMFA
527
Plante Moran Financial Advisors
Michigan
$44K 468 +6 +1%
EP
528
Eudaimonia Partners
Tennessee
$44K 460 +460 New
RG
529
Retirement Group
California
$44K 463 +463 New
SIAP
530
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$41K 434
TL
531
TrueWealth LLC
Georgia
$41K 434
SIC
532
Samalin Investment Counsel
New York
$41K 437 +437 New
RFWA
533
RPg Family Wealth Advisory
Massachusetts
$39.8K 420
LGWM
534
Litman Gregory Wealth Management
California
$39K 416
NSB
535
Norway Savings Bank
Maine
$38K 400
THWM
536
Taylor Hoffman Wealth Management
Virginia
$36K 375
IFAM
537
Institutional & Family Asset Management
Colorado
$36K 382 +121 +46%
PWP
538
Personal Wealth Partners
Minnesota
$35K 370
Deutsche Bank
539
Deutsche Bank
Germany
$33K 350
PA
540
Procyon Advisors
Connecticut
$33K 353 +353 New
LWM
541
Lionsbridge Wealth Management
Florida
$33K 355 +355 New
FANJ
542
Financial Architects (New Jersey)
New Jersey
$32K 336 +22 +7%
ANBT
543
American National Bank & Trust
Texas
$31K 325
BFO
544
Biltmore Family Office
North Carolina
$31K 322 +12 +4%
AssetMark Inc
545
AssetMark Inc
California
$31K 327 +323 +8,075%
SNT
546
Security National Trust
West Virginia
$30K 317
CCM
547
Covington Capital Management
California
$30K 313
EIP
548
Ellis Investment Partners
Pennsylvania
$29K 309
CAL
549
Capital Advisors Ltd
Ohio
$29K 303 +100 +49%
TT
550
TI-Trust
Illinois
$29K 306 +306 New