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iShares Russell Mid-Cap Value ETF

493 hedge funds and large institutions have $7.59B invested in iShares Russell Mid-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 152 increasing their positions, 153 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
-8
Holders Change %
-1.6%
% of All Funds
11.3%
Holding in Top 10
30
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.76%
% of All Funds
0.69%
New
29
Increased
152
Reduced
153
Closed
33
Calls
Puts
$2.19M
Net Calls
-$2.19M
Net Calls Change
-$2.01M
Name Holding Trade Value Shares
Change
Shares
Change %
JFGIW
226
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$618K -$37.4K -422 -6%
EWA
227
EP Wealth Advisors
California
$609K +$95.9K +1,083 +19%
TI
228
Truepoint Inc
Ohio
$600K +$548K +6,196 +1,057%
ZF
229
Zhang Financial
Michigan
$593K
DWA
230
Douglass Winthrop Advisors
New York
$588K +$56.5K +639 +11%
AAM
231
Autus Asset Management
Arizona
$575K -$62.8K -710 -10%
SAM
232
Silvercrest Asset Management
New York
$574K
WA
233
WESPAC Advisors
California
$566K -$215K -2,428 -28%
NFG
234
Nations Financial Group
Iowa
$554K -$56.1K -634 -9%
CC
235
Courier Capital
New York
$541K
CWM
236
Cranbrook Wealth Management
Michigan
$533K
MWM
237
Meridian Wealth Management
Kentucky
$532K -$250K -2,823 -32%
SCM
238
SOL Capital Management
Maryland
$531K -$8.85K -100 -2%
CAM
239
Cubic Asset Management
Massachusetts
$526K +$3.18K +36 +0.6%
Chevy Chase Trust
240
Chevy Chase Trust
Maryland
$519K
CCM
241
Cohen Capital Management
California
$503K
DW
242
Domani Wealth
Pennsylvania
$499K -$28.6K -323 -5%
MAM
243
Meeder Asset Management
Ohio
$497K +$133K +1,502 +36%
IA
244
IFG Advisory
Georgia
$482K +$14.9K +169 +3%
RWM
245
Ritholtz Wealth Management
New York
$481K -$26.1K -295 -5%
PTC
246
Private Trust Company
Ohio
$478K +$26.5K +300 +6%
FLI
247
Family Legacy Inc
South Carolina
$477K -$1.24K -14 -0.3%
BRF
248
B. Riley Financial
California
$471K -$5.49K -61 -1%
ASN
249
Advisory Services Network
Georgia
$470K -$1.13M -12,501 -71%
FFBTD
250
First Financial Bank - Trust Division
Ohio
$462K