IWS icon

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 %
SGCA
351
Steel Grove Capital Advisors
Tennessee
$202K -$42.2K -478 -17%
Fiera Capital (Canada)
352
Fiera Capital (Canada)
Quebec, Canada
$200K +$200K +2,255 New
GC
353
Gratus Capital
Georgia
$200K +$200K +2,265 New
BGIM
354
Brandywine Global Investment Management
Pennsylvania
$198K +$186K +2,095 +1,552%
CFG
355
Citizens Financial Group
Rhode Island
$193K -$42.7K -481 -18%
CAPTRUST Financial Advisors
356
CAPTRUST Financial Advisors
North Carolina
$188K
BWA
357
BDO Wealth Advisors
Florida
$182K
ST
358
Smithfield Trust
Pennsylvania
$180K +$55.3K +625 +44%
Lazard Asset Management
359
Lazard Asset Management
New York
$176K +$176K +2,000 New
SWM
360
SeaCrest Wealth Management
New York
$175K -$1.24K -14 -0.7%
PFBT
361
Parkside Financial Bank & Trust
Missouri
$173K -$9.73K -110 -5%
UBS AM
362
UBS AM
Illinois
$160K +$12.8K +145 +9%
PA
363
Parallel Advisors
California
$159K -$5.22K -59 -3%
BWA
364
Burt Wealth Advisors
Maryland
$152K
LA
365
Legacy Advisors
Pennsylvania
$144K
FCB
366
First Command Bank
Texas
$144K +$10K +113 +7%
FCFS
367
First Command Financial Services
Texas
$144K +$10K +113 +7%
VFA
368
Valeo Financial Advisors
Indiana
$140K +$88.5K +987 +172%
GWS
369
Glassman Wealth Services
Virginia
$137K
PFO
370
Pathstone Family Office
New Jersey
$136K
WAP
371
Wealthcare Advisory Partners
Pennsylvania
$133K +$32.9K +372 +33%
MFBTD
372
MB Financial Bank - Trust Department
Illinois
$127K
MYIA
373
Mount Yale Investment Advisors
Colorado
$124K
FA
374
Fortis Advisors
Pennsylvania
$123K
FHA
375
Flagship Harbor Advisors
Massachusetts
$123K +$123K +1,396 New