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iShares Russell Mid-Cap Value ETF

503 hedge funds and large institutions have $7.98B invested in iShares Russell Mid-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 160 increasing their positions, 146 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+10
Holders Change %
+2.03%
% of All Funds
11.52%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.62%
New
40
Increased
160
Reduced
146
Closed
27
Calls
$614K
Puts
$533K
Net Calls
+$81K
Net Calls Change
+$2.27M
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
376
Rockefeller Capital Management
New York
$123K +$123K +1,368 New
AOWM
377
Alpha Omega Wealth Management
Virginia
$118K
JFA
378
JNBA Financial Advisors
Minnesota
$118K +$118K +1,303 New
LWCFA
379
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$117K
MIM
380
Macroview Investment Management
Maryland
$115K +$104K +1,149 +927%
FHA
381
Flagship Harbor Advisors
Massachusetts
$113K -$12.2K -136 -10%
CBT
382
Capital Bank & Trust
California
$105K
First Manhattan
383
First Manhattan
New York
$100K -$23.5K -262 -19%
PO
384
Private Ocean
California
$100K +$50K +558 +100%
BBHC
385
Brown Brothers Harriman & Co
New York
$92K
EFSCE
386
Enterprise Financial Services Corp (EFSC)
Missouri
$91K
WP
387
WealthShield Partners
North Carolina
$87K
FFC
388
First Financial Corp
Indiana
$86K
OIA
389
Optimum Investment Advisors
Illinois
$86K +$15.3K +169 +22%
TC
390
Trust Company
Kansas
$85K
VFA
391
Valeo Financial Advisors
Indiana
$83K -$47.4K -568 -36%
MSA
392
Marino Stram & Associates
Massachusetts
$80K
JA
393
JOYN Advisors
Georgia
$78K -$3.97K -44 -5%
DSC
394
Duncker Streett & Co
Missouri
$78K
FC
395
Ferris Capital
Massachusetts
$78K
MYIA
396
Mount Yale Investment Advisors
Colorado
$77K -$46K -526 -37%
BAM
397
Barrett Asset Management
New York
$74K -$4.49K -50 -6%
CLOS
398
Compagnie Lombard Odier SCmA
Switzerland
$73K
ME
399
McIlrath & Eck
Washington
$72K
WWM
400
Wagner Wealth Management
South Carolina
$72K