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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 %
First Manhattan
376
First Manhattan
New York
$118K
KCPG
377
Kavar Capital Partners Group
Kansas
$117K +$117K +1,352 New
RCAG
378
Rehmann Capital Advisory Group
Michigan
$112K -$135K -1,561 -55%
MBT
379
Monroe Bank & Trust
Michigan
$108K -$64.8K -750 -38%
WAP
380
Wealthcare Advisory Partners
Pennsylvania
$98K +$61.4K +710 +167%
JA
381
JOYN Advisors
Georgia
$98K +$98K +1,134 New
CIM
382
Contravisory Investment Management
Massachusetts
$95K +$35.9K +416 +61%
BBHC
383
Brown Brothers Harriman & Co
New York
$88K
WP
384
WealthShield Partners
North Carolina
$83K
FFC
385
First Financial Corp
Indiana
$81K
TC
386
Trust Company
Kansas
$81K
Carson Wealth (CWM LLC)
387
Carson Wealth (CWM LLC)
Nebraska
$78K
BAM
388
Barrett Asset Management
New York
$76K -$30.4K -350 -29%
MSA
389
Marino Stram & Associates
Massachusetts
$76K
DSC
390
Duncker Streett & Co
Missouri
$75K -$26K -300 -26%
FC
391
Ferris Capital
Massachusetts
$75K +$75K +864 New
CLOS
392
Compagnie Lombard Odier SCmA
Switzerland
$70K -$70K -812 -50%
ME
393
McIlrath & Eck
Washington
$69K
OIA
394
Optimum Investment Advisors
Illinois
$68K +$68K +783 New
BBA
395
Braun-Bostich & Associates
Pennsylvania
$64K
TCOV
396
Trust Company of Vermont
Vermont
$64K
JGIA
397
Jackson Grant Investment Advisers
Connecticut
$63K +$261 +3 +0.4%
VDFA
398
Vickerman & Driscoll Financial Advisors
Washington
$62K
SFM
399
Signet Financial Management
New Jersey
$59K +$59K +679 New
FPS
400
Fieldpoint Private Securities
Connecticut
$58K