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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 %
AW
301
ACG Wealth
Georgia
$337K +$12.4K +137 +4%
TSWM
302
Triangle Securities Wealth Management
North Carolina
$335K -$3.61K -40 -1%
AI
303
Accredited Investors
Minnesota
$330K +$25.1K +278 +8%
NWP
304
Northstar Wealth Partners
Connecticut
$329K +$15.7K +174 +5%
IB
305
Intrust Bank
Kansas
$327K -$15.7K -174 -5%
TYCC
306
Texas Yale Capital Corp
Florida
$326K
SHCM
307
Stokes & Hubbell Capital Management
Louisiana
$323K +$270 +3 +0.1%
SHWM
308
Smith & Howard Wealth Management
Georgia
$321K
AWA
309
Artemis Wealth Advisors
New York
$316K
BFIM
310
Beese Fulmer Investment Management
Ohio
$314K
CAG
311
Crestwood Advisors Group
Massachusetts
$311K
PWMAG
312
Pinnacle Wealth Management Advisory Group
New Jersey
$311K
VWA
313
V Wealth Advisors
Kansas
$307K -$719 -8 -0.2%
CAW
314
Cornerstone Advisors (Washington)
Washington
$305K
UBV
315
United Bank (Virginia)
Virginia
$304K
FCAG
316
First Capital Advisors Group
New Jersey
$304K
DY
317
Dowling & Yahnke
California
$303K
CCA
318
Cobblestone Capital Advisors
New York
$302K
VA
319
Valmark Advisers
Ohio
$298K
HCIA
320
Hochman Cole Investment Advisors
Illinois
$296K
FA
321
FDx Advisors
Illinois
$295K -$501K -5,553 -63%
SXL
322
Summit X LLC
Missouri
$294K
Kovitz Investment Group Partners
323
Kovitz Investment Group Partners
Illinois
$293K
CS
324
Comerica Securities
Michigan
$288K +$79.6K +878 +38%
AP
325
Appleton Partners
Massachusetts
$284K