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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 %
CFGS
401
Concourse Financial Group Securities
Alabama
$72K +$72K +793 New
BBA
402
Braun-Bostich & Associates
Pennsylvania
$67K
JGIA
403
Jackson Grant Investment Advisers
Connecticut
$66K +$362 +4 +0.6%
TCOV
404
Trust Company of Vermont
Vermont
$63K -$3.62K -40 -5%
SFM
405
Signet Financial Management
New Jersey
$61K
VDFA
406
Vickerman & Driscoll Financial Advisors
Washington
$59K -$4.15K -46 -7%
FMII
407
Farmers & Merchants Investments Inc
Nebraska
$58K
BFC
408
Bedel Financial Consulting
Indiana
$57K
S
409
SignatureFD
Georgia
$55K -$11.7K -128 -17%
BAMG
410
Brand Asset Management Group
Missouri
$55K
GTAM
411
Global Trust Asset Management
Florida
$54K
APP
412
Avantax Planning Partners
Iowa
$54K +$54K +596 New
BCI
413
Brinker Capital Investments
Pennsylvania
$51K +$19.4K +216 +61%
BWM
414
BerganKDV Wealth Management
Minnesota
$50K
CFA
415
Carroll Financial Associates
North Carolina
$49K
WC
416
Whitnell & Co
Illinois
$49K
BWM
417
Baystate Wealth Management
Massachusetts
$45K +$262 +3 +0.6%
SFC
418
SYM Financial Corp
Indiana
$42K
LWA
419
Lenox Wealth Advisors
New York
$41K +$41K +455 New
TRCT
420
Tower Research Capital (TRC)
New York
$39K -$938K -10,274 -96%
DWM
421
Destination Wealth Management
California
$39K -$3.5K -39 -8%
BFEC
422
Benjamin F. Edwards & Company
Missouri
$39K
SIAP
423
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$39K
TL
424
TrueWealth LLC
Georgia
$39K
LGWM
425
Litman Gregory Wealth Management
California
$38K +$38K +416 New