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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 %
MBT
251
Montecito Bank & Trust
California
$459K
MWAC
252
Mariner Wealth Advisors (Cincinnati)
Ohio
$459K
FNBOO
253
First National Bank of Omaha
Nebraska
$457K -$57K -645 -11%
CCM
254
Colorado Capital Management
Colorado
$457K -$19.6K -221 -4%
WT
255
Washington Trust
Rhode Island
$453K
RJT
256
Raymond James Trust
Florida
$453K +$24.6K +278 +6%
MOACM
257
Mutual of America Capital Management
New York
$453K +$195K +2,200 +75%
FNBT
258
FineMark National Bank & Trust
Florida
$443K +$59.3K +670 +15%
WAM
259
Wealthspire Advisors (Maryland)
Maryland
$442K +$6.19K +70 +1%
CBU
260
CIBC Bank USA
Illinois
$438K +$42.9K +485 +11%
IWP
261
Icon Wealth Partners
Texas
$436K -$168K -1,895 -28%
Two Sigma Advisers
262
Two Sigma Advisers
New York
$434K +$434K +4,900 New
ACI
263
Alpha Cubed Investments
California
$432K +$47K +531 +12%
SFA
264
Sequoia Financial Advisors
Ohio
$427K
EA
265
Edge Advisors
Georgia
$425K
BC
266
Brinker Capital
Pennsylvania
$418K -$1.58M -17,833 -79%
EAMA
267
EFG Asset Management (Americas)
Florida
$415K +$169K +1,919 +68%
AIM
268
Allen Investment Management
New York
$412K -$2.04K -23 -0.5%
EK
269
Evensky & Katz
Florida
$406K
Franklin Resources
270
Franklin Resources
California
$401K -$155K -1,750 -28%
SWM
271
SVA Wealth Management
Wisconsin
$391K -$67.1K -758 -15%
AIG
272
American International Group
New York
$390K -$1.73M -19,600 -82%
CCP
273
Corient Capital Partners
California
$388K +$2.92K +33 +0.8%
MCM
274
Manchester Capital Management
Vermont
$387K -$5.04K -57 -1%
VDI
275
Vaughan David Investments
Illinois
$387K +$1.77K +20 +0.5%