IWS icon

iShares Russell Mid-Cap Value ETF

501 hedge funds and large institutions have $7.33B invested in iShares Russell Mid-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 142 increasing their positions, 173 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+12
Holders Change %
+2.45%
% of All Funds
11.5%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.78%
New
51
Increased
142
Reduced
173
Closed
36
Calls
$1.96M
Puts
$2.14M
Net Calls
-$174K
Net Calls Change
+$2.48M
Name Holding Trade Value Shares
Change
Shares
Change %
SHWM
276
Smith & Howard Wealth Management
Georgia
$407K
CIC
277
Carnegie Investment Counsel
Ohio
$404K -$31K -351 -7%
AIM
278
Allen Investment Management
New York
$404K
SCM
279
Sterneck Capital Management
Missouri
$397K +$518 +6 +0.1%
EK
280
Evensky & Katz
Florida
$396K -$59.1K -685 -13%
CBU
281
CIBC Bank USA
Illinois
$387K -$8.66K -100 -2%
MCM
282
Manchester Capital Management
Vermont
$383K
SXL
283
Summit X LLC
Missouri
$380K +$22.7K +263 +6%
BAM
284
Berkshire Asset Management
Pennsylvania
$378K +$6.22K +72 +2%
CCP
285
Corient Capital Partners
California
$376K
VDI
286
Vaughan David Investments
Illinois
$376K +$14.3K +165 +4%
ACI
287
Alpha Cubed Investments
California
$376K +$81.2K +940 +28%
FNBT
288
FineMark National Bank & Trust
Florida
$375K -$45.3K -524 -11%
CB
289
Chemical Bank
Michigan
$373K
BEAM
290
Baker Ellis Asset Management
Washington
$369K
MC
291
Mathes Company
New York
$366K -$43.2K -500 -11%
Neuberger Berman Group
292
Neuberger Berman Group
New York
$365K -$1.15M -13,298 -76%
BB
293
Busey Bank
Illinois
$360K
GFP
294
Gryphon Financial Partners
Ohio
$359K
1SB
295
1ST Source Bank
Indiana
$358K
WI
296
WrapManager Inc
California
$356K -$792K -9,170 -69%
MAM
297
Meeder Asset Management
Ohio
$356K -$735K -8,499 -67%
Brown Advisory
298
Brown Advisory
Maryland
$353K +$71.8K +830 +26%
Barclays
299
Barclays
United Kingdom
$351K
EWMCB
300
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$337K