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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 %
BFC
401
Bedel Financial Consulting
Indiana
$57K +$57K +660 New
TL
402
TrueWealth LLC
Georgia
$56K
FMII
403
Farmers & Merchants Investments Inc
Nebraska
$55K
GBBWRPM
404
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$54K +$54K +630 New
GTAM
405
Global Trust Asset Management
Florida
$52K
APP
406
Avantax Planning Partners
Iowa
$52K +$52K +596 New
SFM
407
Systematic Financial Management
New Jersey
$51K -$188K -2,170 -79%
WC
408
Whitnell & Co
Illinois
$51K
VFA
409
Valeo Financial Advisors
Indiana
$50K +$13.8K +159 +38%
CBT
410
Capital Bank & Trust
California
$49K
BFEC
411
Benjamin F. Edwards & Company
Missouri
$48K -$125K -1,453 -72%
WWM
412
Wagner Wealth Management
South Carolina
$48K
DWM
413
Destination Wealth Management
California
$48K +$48K +551 New
PO
414
Private Ocean
California
$48K +$48K +558 New
MOS
415
MGO One Seven
Ohio
$43K
SFC
416
SYM Financial Corp
Indiana
$40K -$9.39K -108 -19%
RWA
417
Ropes Wealth Advisors
Massachusetts
$40K +$40K +459 New
CFA
418
Carroll Financial Associates
North Carolina
$39K
SIAP
419
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$38K
WTB
420
Washington Trust Bank
Washington
$38K +$38K +445 New
RFWA
421
RPg Family Wealth Advisory
Massachusetts
$36.3K
NSB
422
Norway Savings Bank
Maine
$35K
WCM
423
Whitener Capital Management
North Carolina
$34K
VCM
424
Vigilant Capital Management
Maine
$34K
RCG
425
Ruggie Capital Group
Florida
$34K