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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 %
BBPWM
551
Blue Bell Private Wealth Management
Pennsylvania
$28K 300
CAGAS
552
Capital Advisory Group Advisory Services
Minnesota
$28K 300
BWM
553
Baystate Wealth Management
Massachusetts
$28K 297 +15 +5%
LFA
554
Lighthouse Financial Advisors
Maryland
$28K 301 +301 New
LDFR
555
Lehman & Derafelo Financial Resources
Pennsylvania
$26K 271
SIC
556
Salem Investment Counselors
North Carolina
$26K 278
ADL
557
Asset Dedication LLC
California
$26K 277 +66 +31%
RFA
558
Reilly Financial Advisors
California
$26K 272 +207 +318%
DC
559
DeDora Capital
California
$26K 274 +274 New
CFFP
560
Center for Financial Planning
Michigan
$26K 275 +275 New
BCM
561
Bourgeon Capital Management
Connecticut
$25K 260
FWM
562
Focused Wealth Management
New York
$25K 261
LWANC
563
Laurel Wealth Advisors (North Carolina)
North Carolina
$24K 248
PK
564
Pflug Koory
Nebraska
$22K 236
RWA
565
Ropes Wealth Advisors
Massachusetts
$22K 232
AC
566
AlphaCore Capital
California
$22K 237 +237 New
SFS
567
Sowell Financial Services
Arkansas
$21K 219 -10 -4%
JPLA
568
Joseph P. Lucia & Associates
New York
$21K 221
SFPG
569
Stonebridge Financial Planning Group
Florida
$21K 220 +220 New
VNA
570
Valley National Advisers
Pennsylvania
$20K 215
RCG
571
Ruggie Capital Group
Florida
$19K 200 +200 New
BAM
572
Bellevue Asset Management
Washington
$19K 200 +200 New
RE
573
RBC Europe
United Kingdom
$18.7K 197
HDIM
574
Hanson & Doremus Investment Management
Vermont
$18K 187
HWM
575
Howard Wealth Management
Connecticut
$18K 191 +191 New