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iShares Russell Mid-Cap Value ETF

489 hedge funds and large institutions have $7.57B invested in iShares Russell Mid-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 152 increasing their positions, 137 reducing their positions, and 30 closing their positions.

Holders
489
Holders Change
+55
Holders Change %
+12.67%
% of All Funds
11.11%
Holding in Top 10
33
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+22.22%
% of All Funds
0.75%
New
87
Increased
152
Reduced
137
Closed
30
Calls
$205K
Puts
$2.86M
Net Calls
-$2.66M
Net Calls Change
-$27.7M
Name Market Value Shares Shares
Change
Shares
Change %
WAM
426
Watermark Asset Management
California
$33K 365
HDIM
427
Hanson & Doremus Investment Management
Vermont
$33K 374
THWM
428
Taylor Hoffman Wealth Management
Virginia
$33K 375 +375 New
BWM
429
Baystate Wealth Management
Massachusetts
$31K 338
OIA
430
OneDigital Investment Advisors
Kansas
$29K 330 +330 New
PK
431
Pflug Koory
Nebraska
$28K 316
SNT
432
Security National Trust
West Virginia
$28K 317
FANJ
433
Financial Architects (New Jersey)
New Jersey
$27K 300 -25 -8%
JCM
434
Jacobi Capital Management
Pennsylvania
$27K 300
BBPWM
435
Blue Bell Private Wealth Management
Pennsylvania
$26K 300
LFA
436
Legacy Financial Advisors
Kentucky
$26K 300 +300 New
CHP
437
Cable Hill Partners
Oregon
$24K 268
FWM
438
Focused Wealth Management
New York
$23K 260 -257 -50%
POIA
439
Pin Oak Investment Advisors
Texas
$23K 262 +262 New
PFGIA
440
Patriot Financial Group Insurance Agency
Massachusetts
$22K 243 +1 +0.4%
PG
441
Patten Group
Tennessee
$21K 235
SWP
442
Strategic Wealth Partners
Ohio
$20K 228 +228 New
VIA
443
Vantage Investment Advisors
Pennsylvania
$19K 218 +66 +43%
AWA
444
Acorn Wealth Advisors
Michigan
$19K 209 +209 New
FRA
445
Front Row Advisors
California
$19K 209 +209 New
HR
446
Howe & Rusling
New York
$18K 200
RE
447
RBC Europe
United Kingdom
$17.6K 197
TRCT
448
Tower Research Capital (TRC)
New York
$16K 174 -44,626 -100%
CPA
449
Clear Perspective Advisors
Illinois
$16K 175
TDC
450
Thompson Davis & Co
Virginia
$16K 175 +59 +51%