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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 %
SHWM
301
Smith & Howard Wealth Management
Georgia
$315K -$102K -1,150 -24%
PA
302
Pinnacle Associates
New York
$312K +$312K +3,528 New
AWA
303
Artemis Wealth Advisors
New York
$310K
CAG
304
Crestwood Advisors Group
Massachusetts
$309K +$309K +3,451 New
BFIM
305
Beese Fulmer Investment Management
Ohio
$308K
NWP
306
Northstar Wealth Partners
Connecticut
$307K +$13.5K +153 +5%
VWA
307
V Wealth Advisors
Kansas
$307K +$17.8K +199 +6%
PWMAG
308
Pinnacle Wealth Management Advisory Group
New Jersey
$305K +$305K +3,450 New
CAW
309
Cornerstone Advisors (Washington)
Washington
$299K -$17.5K -198 -6%
AI
310
Accredited Investors
Minnesota
$299K -$14.7K -166 -5%
UBV
311
United Bank (Virginia)
Virginia
$298K -$17.7K -200 -6%
FCAG
312
First Capital Advisors Group
New Jersey
$298K
DY
313
Dowling & Yahnke
California
$297K
CCA
314
Cobblestone Capital Advisors
New York
$296K
VA
315
Valmark Advisers
Ohio
$292K +$9.99K +113 +4%
HCIA
316
Hochman Cole Investment Advisors
Illinois
$290K +$25.3K +286 +10%
SXL
317
Summit X LLC
Missouri
$288K -$100K -1,135 -26%
Kovitz Investment Group Partners
318
Kovitz Investment Group Partners
Illinois
$287K
AI
319
Atria Investments
North Carolina
$285K -$2.04K -23 -0.7%
AP
320
Appleton Partners
Massachusetts
$278K -$16.1K -182 -5%
AWA
321
Arete Wealth Advisors
Illinois
$276K +$51.2K +578 +23%
CDIA
322
Capital Directions Investment Advisors
Georgia
$273K
NI
323
Nuance Investments
Missouri
$272K -$322K -3,630 -54%
DJSG
324
D.J. St. Germain
Massachusetts
$271K +$57.5K +650 +27%
MCM
325
MV Capital Management
Maryland
$267K