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Hedge Fund Performance Mixed In March As Bank Risk Soars - Equity Hedge Strategies Advance In Volatile Month - Cryptocurrency, Risk Parity Surge

<p><span>Hedge funds posted mixed performance in March as bank risk soared amidst instability and dislocations resulting from several bank failures and the acquisition of Credit Suisse by UBS. The HFRI Fund Weighted Composite Index</span><span>®</span><span> (FWC) declined an estimated -0.8 percent for the month, the investable </span><a href="https://www.hfr.com/family-indices/hfri-500-hedge-fund-indices" target=&q...
Kennethj Heinz Fund Weighted Composite Index Credit Suisse Federal Reserve Us Fund Weighted Composite Index Weighted Composite

Essex LLC Has $1.79 Million Position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Essex LLC reduced its holdings in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Get Rating) by 0.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 17,715 shares of the company’s stock after selling 114 shares during the […]
United States Cibc World Market Inc Ironwood Wealth Management Exchange Commission Company Profile Blair William Co

SBK Financial Inc. Sells 5,471 Shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

SBK Financial Inc. reduced its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Get Rating) by 33.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,805 shares of the company’s stock after selling 5,471 shares during the […]
United States Exchange Commission Gradient Investments Russell Midcap Value Index Fund Sbk Financial Inc Financial Inc
Source: wkrb13.com

Seneca House Advisors Has $3.26 Million Position in Autodesk, Inc. (NASDAQ:ADSK)

Opes Wealth Management LLC decreased its position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Get Rating) by 1.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 17,751 shares of the company’s stock after selling 250 shares during the […]
United States Clear Creek Financial Management Ae Wealth Management Value Index Fund The Houlihan Financial Resource Group Ltd Mercer Global Advisors Inc

Opes Wealth Management LLC Lowers Stock Holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Opes Wealth Management LLC cut its holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Get Rating) by 1.4% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 17,751 shares of the company’s stock after selling 250 shares during the period. Opes Wealth Management LLC’s holdings […]
United States Armstrong Advisory Group Inc Country Trust Bank Signature Securities Group Corporation Opes Wealth Management Allspring Global Investments Holdings
Source: wkrb13.com

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MV Capital Management Inc. Trims Position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

MV Capital Management Inc. trimmed its holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Get Rating) by 7.7% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 8,017 shares of the company’s stock after selling 670 shares during the period. MV […]
United States Exchange Commission Telos Capital Management Inc Ronald Blue Trust Inc Evensky Katz Russell Midcap Value Index Fund
Source: wkrb13.com

iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) Position Cut by Advocacy Wealth Management Services LLC

Advocacy Wealth Management Services LLC trimmed its holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Get Rating) by 10.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 303,100 shares of the company’s stock after selling 35,634 shares during the quarter. […]
United States Willner Heller Evensky Katz Telos Capital Management Inc Exchange Commission Advocacy Wealth Management Services
Source: wkrb13.com

Vance Wealth Inc. Buys 1,912 Shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Vance Wealth Inc. grew its stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Get Rating) by 6.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 31,648 shares of the company’s stock after purchasing an additional 1,912 shares during the period. […]
United States Company Profile Russell Midcap Value Index Fund Worth Asset Management Vance Wealth Inc Exchange Commission

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