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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 %
First Manhattan
376
First Manhattan
New York
$121K
RCAG
377
Rehmann Capital Advisory Group
Michigan
$119K +$4.78K +54 +4%
LWCFA
378
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$115K -$68.6K -775 -37%
AOWM
379
Alpha Omega Wealth Management
Virginia
$115K -$35.3K -400 -23%
MBT
380
Monroe Bank & Trust
Michigan
$111K
KCPG
381
Kavar Capital Partners Group
Kansas
$109K -$11.1K -125 -9%
CBT
382
Capital Bank & Trust
California
$103K +$52.9K +600 +106%
AA
383
Apriem Advisors
California
$99K +$99K +1,118 New
CIM
384
Contravisory Investment Management
Massachusetts
$98K
BBHC
385
Brown Brothers Harriman & Co
New York
$90K
EFSCE
386
Enterprise Financial Services Corp (EFSC)
Missouri
$89K -$157K -1,782 -64%
WP
387
WealthShield Partners
North Carolina
$85K
FFC
388
First Financial Corp
Indiana
$84K
TC
389
Trust Company
Kansas
$83K
JA
390
JOYN Advisors
Georgia
$80K -$19.8K -225 -20%
MSA
391
Marino Stram & Associates
Massachusetts
$78K
DSC
392
Duncker Streett & Co
Missouri
$77K
BAM
393
Barrett Asset Management
New York
$77K
FC
394
Ferris Capital
Massachusetts
$76K
CLOS
395
Compagnie Lombard Odier SCmA
Switzerland
$72K
ME
396
McIlrath & Eck
Washington
$71K
WWM
397
Wagner Wealth Management
South Carolina
$70K +$21.3K +241 +44%
OIA
398
Optimum Investment Advisors
Illinois
$69K
BBA
399
Braun-Bostich & Associates
Pennsylvania
$66K
S
400
SignatureFD
Georgia
$65K -$231K -2,604 -78%