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iShares Russell Mid-Cap Value ETF

532 hedge funds and large institutions have $6.5B invested in iShares Russell Mid-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 167 increasing their positions, 202 reducing their positions, and 128 closing their positions.

Holders
532
Holders Change
-88
Holders Change %
-14.19%
% of All Funds
11.75%
Holding in Top 10
25
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-34.21%
% of All Funds
0.55%
New
49
Increased
167
Reduced
202
Closed
128
Calls
$378K
Puts
$10K
Net Calls
+$368K
Net Calls Change
+$593K
Name Market Value Shares Shares
Change
Shares
Change %
NSCM
51
New South Capital Management
Tennessee
$11.8M 183,599 -49,900 -21%
Goldman Sachs
52
Goldman Sachs
New York
$11.7M 182,720 +8,710 +5%
OCM
53
One Capital Management
California
$11.5M 178,739 +10,229 +6%
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$11.2M 174,481 +3,400 +2%
Ohio Public Employees Retirement System (OPERS)
55
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.1M 173,254 -56,400 -25%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$11.1M 173,137 +2,590 +2%
BF
57
BOK Financial
Oklahoma
$10.7M 166,249 -11,086 -6%
AMG
58
Asset Management Group
Connecticut
$10.6M 165,528 -406 -0.2%
PAG
59
Private Advisor Group
New Jersey
$10M 156,060 +55,285 +55%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$9.68M 150,987 +11,676 +8%
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$9.66M 150,781 +738 +0.5%
LL
62
LPWM LLC
Minnesota
$9.54M 148,863 +26,357 +22%
BIM
63
Bridges Investment Management
Nebraska
$9.49M 148,123 -12,750 -8%
JIC
64
Johnson Investment Counsel
Ohio
$9.12M 142,303 -23,014 -14%
PWAG
65
Polaris Wealth Advisory Group
California
$8.99M 140,339 -7,335 -5%
HighTower Advisors
66
HighTower Advisors
Illinois
$8.8M 137,316 -21,286 -13%
HAFS
67
Hapanowicz & Associates Financial Services
Pennsylvania
$8.7M 135,773 +12,968 +11%
LFWA
68
LBJ Family Wealth Advisors
Texas
$8.67M 135,324 +960 +0.7%
Stifel Financial
69
Stifel Financial
Missouri
$8.58M 133,863 -6,674 -5%
Cerity Partners
70
Cerity Partners
New York
$8.18M 127,681 +101,861 +395%
HFBOT
71
Home Federal Bank of Tennessee
Tennessee
$8.05M 125,605 +4,301 +4%
Natixis Advisors
72
Natixis Advisors
Massachusetts
$7.65M 119,315 +31,664 +36%
SPIA
73
Steward Partners Investment Advisory
New York
$7.62M 118,948 +20,726 +21%
NP
74
NorthRock Partners
Minnesota
$7.45M 116,246 -14,027 -11%
Mariner
75
Mariner
Kansas
$7.41M 113,728 +2,882 +3%