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iShares Russell Mid-Cap Value ETF

501 hedge funds and large institutions have $7.33B invested in iShares Russell Mid-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 142 increasing their positions, 173 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+12
Holders Change %
+2.45%
% of All Funds
11.5%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.78%
New
51
Increased
142
Reduced
173
Closed
36
Calls
$1.96M
Puts
$2.14M
Net Calls
-$174K
Net Calls Change
+$2.48M
Name Holding Trade Value Shares
Change
Shares
Change %
BI
351
Ballast Inc
Kentucky
$216K
BOTW
352
Bank of the West
California
$211K
DJSG
353
D.J. St. Germain
Massachusetts
$208K +$208K +2,412 New
KIA
354
KCM Investment Advisors
California
$206K
NB
355
Nicolet Bankshares
Wisconsin
$202K +$7.77K +90 +4%
DWM
356
Dakota Wealth Management
Florida
$202K +$202K +2,334 New
CAPTRUST Financial Advisors
357
CAPTRUST Financial Advisors
North Carolina
$180K +$70.2K +830 +64%
LWCFA
358
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$179K +$66.9K +775 +60%
PFBT
359
Parkside Financial Bank & Trust
Missouri
$178K +$345 +4 +0.2%
BWA
360
BDO Wealth Advisors
Florida
$177K
SWM
361
SeaCrest Wealth Management
New York
$172K +$517 +6 +0.3%
Manulife (Manufacturers Life Insurance)
362
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$169K +$63.3K +733 +60%
PA
363
Parallel Advisors
California
$161K
BWA
364
Burt Wealth Advisors
Maryland
$149K
AOWM
365
Alpha Omega Wealth Management
Virginia
$147K
UBS AM
366
UBS AM
Illinois
$144K +$22.4K +259 +18%
LA
367
Legacy Advisors
Pennsylvania
$141K +$56K +646 +66%
GWS
368
Glassman Wealth Services
Virginia
$134K -$1.21K -14 -0.9%
PFO
369
Pathstone Family Office
New Jersey
$133K +$133K +1,538 New
FCFS
370
First Command Financial Services
Texas
$131K -$12K -139 -8%
FCB
371
First Command Bank
Texas
$131K -$12K -139 -8%
MFBTD
372
MB Financial Bank - Trust Department
Illinois
$124K -$6.07K -70 -5%
ST
373
Smithfield Trust
Pennsylvania
$122K -$54.1K -625 -31%
MYIA
374
Mount Yale Investment Advisors
Colorado
$122K +$122K +1,406 New
FA
375
Fortis Advisors
Pennsylvania
$120K +$517 +6 +0.4%