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iShares Russell Mid-Cap Value ETF

563 hedge funds and large institutions have $6.35B invested in iShares Russell Mid-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 139 increasing their positions, 214 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+32
Holders Change %
+6.03%
% of All Funds
12.2%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.61%
New
67
Increased
139
Reduced
214
Closed
30
Calls
$565K
Puts
$382K
Net Calls
+$183K
Net Calls Change
+$744K
Name Holding Trade Value Shares
Change
Shares
Change %
CAW
351
Cornerstone Advisors (Washington)
Washington
$294K
CCA
352
Cobblestone Capital Advisors
New York
$291K
SHWM
353
Smith & Howard Wealth Management
Georgia
$289K
HCIA
354
Hochman Cole Investment Advisors
Illinois
$285K
RTC
355
Riverview Trust Company
Washington
$281K +$234K +2,694 +501%
WI
356
WrapManager Inc
California
$280K -$87 -1 -0%
MCM
357
MV Capital Management
Maryland
$279K
VA
358
Valmark Advisers
Ohio
$278K
CFA
359
Carroll Financial Associates
North Carolina
$277K +$230K +2,655 +488%
PFG
360
Pacific Financial Group
Washington
$275K
MFGP
361
Marshall Financial Group (Pennsylvania)
Pennsylvania
$275K
UBV
362
United Bank (Virginia)
Virginia
$274K -$18.9K -217 -6%
AP
363
Appleton Partners
Massachusetts
$273K
CS
364
Comerica Securities
Michigan
$264K -$21.7K -250 -8%
DJSG
365
D.J. St. Germain
Massachusetts
$261K -$695 -8 -0.3%
WJA
366
Williams Jones & Associates
New York
$261K
PAI
367
Pittenger & Anderson Inc
Nebraska
$261K
LFAS
368
Level Four Advisory Services
Texas
$258K +$258K +2,974 New
Mercer Global Advisors
369
Mercer Global Advisors
Colorado
$256K +$256K +2,952 New
LC
370
LCNB Corp
Ohio
$248K
RFN
371
RDA Financial Network
Iowa
$248K +$248K +2,774 New
HPC
372
Hobart Private Capital
North Carolina
$247K +$247K +2,848 New
NWM
373
Northwest Wealth Management
Iowa
$246K
RIS
374
Retirement Income Solutions
Michigan
$243K
BDF
375
Balasa Dinverno & Foltz
$243K