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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 %
PAI
326
Pittenger & Anderson Inc
Nebraska
$265K
CCM
327
Coldstream Capital Management
Washington
$262K
SMC
328
Smith, Moore & Co
Missouri
$256K +$256K +2,890 New
Wolverine Trading
329
Wolverine Trading
Illinois
$252K
NWM
330
Northwest Wealth Management
Iowa
$251K
BDF
331
Balasa Dinverno & Foltz
$248K
RIS
332
Retirement Income Solutions
Michigan
$247K +$247K +2,794 New
GRP
333
Global Retirement Partners
California
$240K +$10.4K +118 +5%
BRWA
334
B. Riley Wealth Advisors
Florida
$234K +$234K +2,636 New
AWS
335
AJ Wealth Strategies
New York
$233K +$233K +2,634 New
Two Sigma Investments
336
Two Sigma Investments
New York
$232K -$3.78M -42,769 -94%
HTC
337
Haverford Trust Company
Pennsylvania
$228K +$228K +2,575 New
BP
338
Ballentine Partners
Massachusetts
$225K
OC
339
Oakworth Capital
Alabama
$224K
BTNA
340
Bremer Trust National Association
Minnesota
$222K
BI
341
Ballast Inc
Kentucky
$222K
DC
342
Davenport & Co
Virginia
$218K +$218K +2,466 New
BOTW
343
Bank of the West
California
$216K
KIA
344
KCM Investment Advisors
California
$211K
DWM
345
Dakota Wealth Management
Florida
$207K
NB
346
Nicolet Bankshares
Wisconsin
$207K
EVM
347
Eaton Vance Management
Massachusetts
$206K -$234K -2,641 -53%
Cetera Investment Advisers
348
Cetera Investment Advisers
Illinois
$206K -$35.9K -403 -15%
CS
349
Comerica Securities
Michigan
$203K -$39.9K -451 -16%
EWM
350
Evercore Wealth Management
New York
$203K +$203K +2,299 New