IWS icon

iShares Russell Mid-Cap Value ETF

503 hedge funds and large institutions have $7.98B invested in iShares Russell Mid-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 160 increasing their positions, 146 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+10
Holders Change %
+2.03%
% of All Funds
11.52%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.62%
New
40
Increased
160
Reduced
146
Closed
27
Calls
$614K
Puts
$533K
Net Calls
+$81K
Net Calls Change
+$2.27M
Name Holding Trade Value Shares
Change
Shares
Change %
FNBOO
251
First National Bank of Omaha
Nebraska
$482K +$15.8K +175 +3%
MOACM
252
Mutual of America Capital Management
New York
$480K +$18K +200 +4%
Two Sigma Advisers
253
Two Sigma Advisers
New York
$478K +$36.1K +400 +8%
WT
254
Washington Trust
Rhode Island
$475K +$12.7K +141 +3%
FFBTD
255
First Financial Bank - Trust Division
Ohio
$471K
MWAC
256
Mariner Wealth Advisors (Cincinnati)
Ohio
$468K
Cetera Investment Advisers
257
Cetera Investment Advisers
Illinois
$466K +$257K +2,830 +122%
CCM
258
Colorado Capital Management
Colorado
$465K
MBT
259
Montecito Bank & Trust
California
$463K -$5.5K -61 -1%
DW
260
Domani Wealth
Pennsylvania
$448K -$60K -665 -12%
CBU
261
CIBC Bank USA
Illinois
$447K
FNBT
262
FineMark National Bank & Trust
Florida
$440K -$12.1K -134 -3%
IWP
263
Icon Wealth Partners
Texas
$440K -$4.97K -55 -1%
RJT
264
Raymond James Trust
Florida
$437K -$25.7K -284 -6%
SFA
265
Sequoia Financial Advisors
Ohio
$435K
IA
266
IFG Advisory
Georgia
$432K -$59.1K -656 -12%
WAM
267
Wealthspire Advisors (Maryland)
Maryland
$420K -$31.1K -344 -7%
AIM
268
Allen Investment Management
New York
$420K
PFC
269
Personal Financial Consultants
California
$418K +$418K +4,626 New
Chevy Chase Trust
270
Chevy Chase Trust
Maryland
$414K -$115K -1,275 -22%
EK
271
Evensky & Katz
Florida
$406K -$7.57K -84 -2%
SCM
272
Sterneck Capital Management
Missouri
$401K +$18.4K +204 +5%
CCP
273
Corient Capital Partners
California
$396K
MCM
274
Manchester Capital Management
Vermont
$395K
VDI
275
Vaughan David Investments
Illinois
$393K -$1.81K -20 -0.5%