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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 %
CDIA
326
Capital Directions Investment Advisors
Georgia
$279K
DJSG
327
D.J. St. Germain
Massachusetts
$272K -$4.42K -49 -2%
MCM
328
MV Capital Management
Maryland
$272K
PAI
329
Pittenger & Anderson Inc
Nebraska
$271K
SMC
330
Smith, Moore & Co
Missouri
$261K
AWA
331
Arete Wealth Advisors
Illinois
$259K -$21.9K -243 -8%
LC
332
LCNB Corp
Ohio
$258K +$258K +2,853 New
LFAS
333
Level Four Advisory Services
Texas
$257K -$28.1M -311,388 -99%
CCM
334
Coldstream Capital Management
Washington
$257K -$10.3K -114 -4%
NWM
335
Northwest Wealth Management
Iowa
$256K
BDF
336
Balasa Dinverno & Foltz
$253K
BRWA
337
B. Riley Wealth Advisors
Florida
$253K +$14.4K +159 +6%
RIS
338
Retirement Income Solutions
Michigan
$252K
BP
339
Ballentine Partners
Massachusetts
$239K +$9.84K +109 +4%
AWS
340
AJ Wealth Strategies
New York
$238K
GC
341
Gratus Capital
Georgia
$237K +$32.5K +360 +16%
PWM
342
Patriot Wealth Management
Texas
$234K +$234K +2,591 New
OC
343
Oakworth Capital
Alabama
$228K
BI
344
Ballast Inc
Kentucky
$227K
BTNA
345
Bremer Trust National Association
Minnesota
$226K
HTC
346
Haverford Trust Company
Pennsylvania
$217K -$15.8K -175 -7%
MC
347
Middleton & Co
Massachusetts
$217K +$217K +2,401 New
KIA
348
KCM Investment Advisors
California
$215K
SYBT
349
Stock Yards Bank & Trust
Kentucky
$211K +$211K +2,345 New
DC
350
Davenport & Co
Virginia
$210K -$12.9K -143 -6%