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iShares Russell Mid-Cap Value ETF

531 hedge funds and large institutions have $7.31B invested in iShares Russell Mid-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 180 increasing their positions, 137 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
531
Holders Change
+28
Holders Change %
+5.57%
% of All Funds
11.85%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.62%
New
94
Increased
180
Reduced
137
Closed
60
Calls
$214K
Puts
$775K
Net Calls
-$561K
Net Calls Change
-$642K
Name Holding Trade Value Shares
Change
Shares
Change %
BA
326
Ballew Advisors
Mississippi
$322K +$309K +3,643 +2,306%
GFP
327
Gryphon Financial Partners
Ohio
$317K
MWM
328
Meridian Wealth Management
Kentucky
$316K +$7.63K +100 +2%
BWM
329
Baystate Wealth Management
Massachusetts
$314K +$271K +3,280 +636%
1SB
330
1ST Source Bank
Indiana
$313K
IWP
331
Icon Wealth Partners
Texas
$310K -$61.5K -806 -17%
VFA
332
Voya Financial Advisors
Connecticut
$305K +$6.13K +81 +2%
BAM
333
Berkshire Asset Management
Pennsylvania
$301K
NGA
334
Naples Global Advisors
Florida
$299K
EWMCB
335
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$298K
CB
336
Chemical Bank
Michigan
$295K -$11.4K -150 -4%
Franklin Resources
337
Franklin Resources
California
$292K
AFC
338
AFT Forsyth & Company
Florida
$292K
DY
339
Dowling & Yahnke
California
$288K
MWM
340
Mission Wealth Management
California
$285K -$128K -1,674 -31%
OBWP
341
O'Brien Wealth Partners
Massachusetts
$283K -$21.6K -267 -7%
VWA
342
V Wealth Advisors
Kansas
$282K +$10.3K +130 +4%
FFG
343
Frisch Financial Group
New York
$281K +$281K +3,679 New
IB
344
Intrust Bank
Kansas
$277K
SHCM
345
Stokes & Hubbell Capital Management
Louisiana
$274K +$534 +7 +0.2%
AWA
346
Artemis Wealth Advisors
New York
$267K
BFIM
347
Beese Fulmer Investment Management
Ohio
$266K
ACI
348
Alpha Cubed Investments
California
$263K -$41.2K -540 -14%
APW
349
Acima Private Wealth
Virginia
$260K +$260K +3,410 New
CAW
350
Cornerstone Advisors (Washington)
Washington
$258K