IWS icon

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
0.56%
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 %
PA
551
Paracle Advisors
Washington
-7,338 Closed
WA
552
Wealth Alliance
New York
-7,253 Closed
PCS
553
Personal CFO Solutions
New Jersey
-7,103 Closed
OIA
554
OneDigital Investment Advisors
Kansas
-6,472 Closed
BIA
555
Bigelow Investment Advisors
Maine
-6,019 Closed
BP
556
BBR Partners
New York
-5,981 Closed
APP
557
Avantax Planning Partners
Iowa
-5,857 Closed
BP
558
Ballentine Partners
Massachusetts
-5,729 Closed
BSW
559
Buckingham Strategic Wealth
Missouri
-5,038 Closed
WANY
560
Wealthspire Advisors (New York)
New York
-4,598 Closed
MPW
561
MA Private Wealth
California
-4,588 Closed
WTB
562
Washington Trust Bank
Washington
-4,093 Closed
RIS
563
Retirement Income Solutions
Michigan
-3,799 Closed
LCM
564
Leisure Capital Management
California
-3,635 Closed
MWM
565
McNaughton Wealth Management
California
-3,567 Closed
NGA
566
Naples Global Advisors
Florida
-3,548 Closed
BFPW
567
BOK Financial Private Wealth
Colorado
-3,495 Closed
CAG
568
Crestwood Advisors Group
Massachusetts
-3,125 Closed
WAP
569
Wealthcare Advisory Partners
Pennsylvania
-2,677 Closed
OAM
570
Oppenheimer Asset Management
New York
-2,314 Closed
AT
571
Arden Trust
Delaware
-2,134 Closed
EWM
572
EPG Wealth Management
Georgia
-2,050 Closed
KFI
573
Key Financial Inc
Pennsylvania
-1,591 Closed
WP
574
WealthShield Partners
North Carolina
-962 Closed
VCS
575
Vaughan & Co Securities
New Jersey
-596 Closed