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iShares Russell Mid-Cap Value ETF

531 hedge funds and large institutions have $7.31B invested in iShares Russell Mid-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 180 increasing their positions, 137 reducing their positions, and 60 closing their positions.

Holders
531
Holders Change
+28
Holders Change %
+5.57%
% of All Funds
11.85%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.62%
New
94
Increased
180
Reduced
137
Closed
60
Calls
$214K
Puts
$775K
Net Calls
-$561K
Net Calls Change
-$642K
Name Market Value Shares Shares
Change
Shares
Change %
BDF
376
Balasa Dinverno & Foltz
$214K 2,800
WIA
377
World Investment Advisors
California
$214K 2,499 +2,499 New
RIS
378
Retirement Income Solutions
Michigan
$213K 2,794
EAMA
379
EFG Asset Management (Americas)
Florida
$212K 2,773 -1,091 -28%
SMC
380
Smith, Moore & Co
Missouri
$212K 2,773 -117 -4%
NWP
381
Northstar Wealth Partners
Connecticut
$211K 2,757 -891 -24%
DC
382
Davenport & Co
Virginia
$211K 2,758 +435 +19%
PPP
383
Private Portfolio Partners
New Jersey
$208K 2,730 +2,730 New
BP
384
Ballentine Partners
Massachusetts
$202K 2,647
CDIA
385
Capital Directions Investment Advisors
Georgia
$201K 2,628 -461 -15%
AWS
386
AJ Wealth Strategies
New York
$201K 2,634
GRP
387
Global Retirement Partners
California
$197K 2,577 -1,436 -36%
OC
388
Oakworth Capital
Alabama
$187K 2,444 -87 -3%
Carson Wealth (CWM LLC)
389
Carson Wealth (CWM LLC)
Nebraska
$184K 2,407 +254 +12%
BTNA
390
Bremer Trust National Association
Minnesota
$183K 2,390 -120 -5%
BWA
391
Burt Wealth Advisors
Maryland
$181K 2,377 +366 +18%
EWA
392
ERTS Wealth Advisors
Michigan
$167K 2,187 +2,187 New
PA
393
Parallel Advisors
California
$166K 2,136
PFBT
394
Parkside Financial Bank & Trust
Missouri
$163K 2,140 +124 +6%
FNC
395
First National Corp
Massachusetts
$157K 2,059 +2,059 New
CFG
396
Citizens Financial Group
Rhode Island
$155K 2,034 -130 -6%
Lazard Asset Management
397
Lazard Asset Management
New York
$152K 2,000
FHA
398
Flagship Harbor Advisors
Massachusetts
$140K 1,835 +575 +46%
SWM
399
SeaCrest Wealth Management
New York
$137K 1,792 -197 -10%
UBS AM
400
UBS AM
Illinois
$126K 1,652 -133 -7%