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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 %
TCOV
401
Trust Company of Vermont
Vermont
$65K
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$64K -$16.8K -189 -21%
JGIA
403
Jackson Grant Investment Advisers
Connecticut
$64K
VDFA
404
Vickerman & Driscoll Financial Advisors
Washington
$62K -$1.51K -17 -2%
SFM
405
Signet Financial Management
New Jersey
$60K
BFC
406
Bedel Financial Consulting
Indiana
$58K
FMII
407
Farmers & Merchants Investments Inc
Nebraska
$57K
GBBWRPM
408
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$56K
BAMG
409
Brand Asset Management Group
Missouri
$54K +$54K +613 New
GTAM
410
Global Trust Asset Management
Florida
$53K
PO
411
Private Ocean
California
$49K
BWM
412
BerganKDV Wealth Management
Minnesota
$49K +$49K +557 New
WC
413
Whitnell & Co
Illinois
$48K -$5.09K -57 -10%
CFA
414
Carroll Financial Associates
North Carolina
$48K +$7.5K +85 +19%
BWM
415
Baystate Wealth Management
Massachusetts
$46K +$15.7K +175 +52%
OIA
416
OneDigital Investment Advisors
Kansas
$45K +$16.2K +186 +56%
TWA
417
TCI Wealth Advisors
Arizona
$44K +$44K +493 New
DWM
418
Destination Wealth Management
California
$42K -$6.82K -77 -14%
SFC
419
SYM Financial Corp
Indiana
$41K
RWA
420
Ropes Wealth Advisors
Massachusetts
$41K
TL
421
TrueWealth LLC
Georgia
$38K -$19K -217 -33%
BFEC
422
Benjamin F. Edwards & Company
Missouri
$38K -$11.3K -128 -23%
SIAP
423
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$38K
RFWA
424
RPg Family Wealth Advisory
Massachusetts
$37.2K
GIP
425
Granite Investment Partners
California
$36K +$36K +404 New