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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 %
AFC
301
AFT Forsyth & Company
Florida
$331K
NPF
302
Norris Perne & French
Michigan
$328K -$328K -3,800 -50%
IB
303
Intrust Bank
Kansas
$328K
VFA
304
Voya Financial Advisors
Connecticut
$326K +$5.12K +60 +2%
AW
305
ACG Wealth
Georgia
$324K -$418K -4,836 -56%
NGA
306
Naples Global Advisors
Florida
$322K
TSWM
307
Triangle Securities Wealth Management
North Carolina
$318K -$1.73K -20 -0.5%
TYCC
308
Texas Yale Capital Corp
Florida
$312K
EWF
309
Epstein & White Financial
California
$310K -$1.92M -22,309 -86%
UBV
310
United Bank (Virginia)
Virginia
$309K
CAW
311
Cornerstone Advisors (Washington)
Washington
$309K
SHCM
312
Stokes & Hubbell Capital Management
Louisiana
$309K +$259 +3 +0.1%
AI
313
Accredited Investors
Minnesota
$306K -$81.4K -943 -21%
AWA
314
Artemis Wealth Advisors
New York
$303K +$303K +3,500 New
BFIM
315
Beese Fulmer Investment Management
Ohio
$301K
FCAG
316
First Capital Advisors Group
New Jersey
$291K
APA
317
American Portfolios Advisors
New York
$291K +$432 +5 +0.1%
DY
318
Dowling & Yahnke
California
$290K -$2.94K -34 -1%
CCA
319
Cobblestone Capital Advisors
New York
$289K
AP
320
Appleton Partners
Massachusetts
$288K -$48.5K -560 -14%
S
321
SignatureFD
Georgia
$288K +$288K +3,336 New
NWP
322
Northstar Wealth Partners
Connecticut
$287K +$92.6K +1,072 +48%
Kovitz Investment Group Partners
323
Kovitz Investment Group Partners
Illinois
$281K +$16.4K +190 +6%
AI
324
Atria Investments
North Carolina
$280K -$156K -1,802 -36%
VA
325
Valmark Advisers
Ohio
$276K +$48.9K +565 +22%