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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 %
Kovitz Investment Group Partners
151
Kovitz Investment Group Partners
Illinois
$1.57M 24,446 -3,178 -12%
RT
152
Rockland Trust
Massachusetts
$1.56M 24,372 -21,068 -46%
SFG
153
Sage Financial Group
Pennsylvania
$1.56M 24,269 -4,473 -16%
PFA
154
Pure Financial Advisors
California
$1.54M 24,076 -3,779 -14%
GIM
155
Goelzer Investment Management
Indiana
$1.54M 23,995 -1,662 -6%
ANB
156
Amarillo National Bank
Texas
$1.53M 23,805 +149 +0.6%
FIM
157
Freedom Investment Management
Connecticut
$1.52M 15,970 -512 -3%
GWM
158
Geneos Wealth Management
Colorado
$1.51M 23,542 -815 -3%
PSUF
159
People's United Financial
Connecticut
$1.48M 23,145 -378 -2%
PIA
160
Powell Investment Advisors
Florida
$1.47M 22,985 +2,169 +10%
WTC
161
WhitTier Trust Company
Nevada
$1.47M 22,899 -643 -3%
AllianceBernstein
162
AllianceBernstein
Tennessee
$1.46M 22,767 +22,767 New
WSFS
163
Wilmington Savings Fund Society
Delaware
$1.44M 22,395 +3,827 +21%
WIC
164
Whitegate Investment Counselors
New Hampshire
$1.43M 22,372
I2I
165
Insight 2811 Inc
Illinois
$1.42M 22,114 -968 -4%
BWFA
166
Baltimore-Washington Financial Advisors
Maryland
$1.41M 22,021 -745 -3%
SCA
167
Spearhead Capital Advisors
Florida
$1.39M 21,642 +21,642 New
AIG
168
American International Group
New York
$1.38M 21,510 +5,310 +33%
PCG
169
Private Capital Group
Connecticut
$1.37M 21,313 +3,933 +23%
ACA
170
Affinity Capital Advisors
California
$1.35M 19,160 -1,460 -7%
TCM
171
Telos Capital Management
California
$1.34M 20,942 +973 +5%
WA
172
Waverly Advisors
Alabama
$1.32M 20,561 -64,291 -76%
DADC
173
D.A. Davidson & Co
Montana
$1.32M 20,533 +2,713 +15%
GT
174
Glenview Trust
Kentucky
$1.3M 20,334 -17 -0.1%
TNB
175
Thomasville National Bank
Georgia
$1.27M 14,200 +85 +0.6%