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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 %
MWM
276
Mission Wealth Management
California
$382K +$382K +4,315 New
BEAM
277
Baker Ellis Asset Management
Washington
$378K
SCM
278
Sterneck Capital Management
Missouri
$375K -$32K -361 -8%
MC
279
Mathes Company
New York
$375K
GFP
280
Gryphon Financial Partners
Ohio
$374K +$6.63K +75 +2%
Neuberger Berman Group
281
Neuberger Berman Group
New York
$373K
CIC
282
Carnegie Investment Counsel
Ohio
$371K -$41.7K -463 -10%
BB
283
Busey Bank
Illinois
$369K
1SB
284
1ST Source Bank
Indiana
$367K
WI
285
WrapManager Inc
California
$365K
Brown Advisory
286
Brown Advisory
Maryland
$360K
Barclays
287
Barclays
United Kingdom
$359K
CB
288
Chemical Bank
Michigan
$356K -$26.6K -300 -7%
BAM
289
Berkshire Asset Management
Pennsylvania
$353K -$34.6K -391 -9%
VFA
290
Voya Financial Advisors
Connecticut
$347K +$9.98K +113 +3%
EWMCB
291
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$345K
AFC
292
AFT Forsyth & Company
Florida
$339K
IB
293
Intrust Bank
Kansas
$336K
NPF
294
Norris Perne & French
Michigan
$336K
TSWM
295
Triangle Securities Wealth Management
North Carolina
$332K +$5.76K +65 +2%
NGA
296
Naples Global Advisors
Florida
$330K
APA
297
American Portfolios Advisors
New York
$322K +$24.5K +277 +8%
TYCC
298
Texas Yale Capital Corp
Florida
$319K
AW
299
ACG Wealth
Georgia
$318K -$13.3K -150 -4%
SHCM
300
Stokes & Hubbell Capital Management
Louisiana
$317K