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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 %
AIM
426
Advantage Investment Management
Iowa
$33K
HDIM
427
Hanson & Doremus Investment Management
Vermont
$32K
WAM
428
Watermark Asset Management
California
$32K
THWM
429
Taylor Hoffman Wealth Management
Virginia
$32K
CCA
430
Clearwater Capital Advisors
Illinois
$32K +$32K +371 New
BWM
431
Baystate Wealth Management
Massachusetts
$30K
OIA
432
OneDigital Investment Advisors
Kansas
$29K
MPWT
433
MassMutual Private Wealth & Trust
Connecticut
$28.1K -$332K -3,838 -92%
SNT
434
Security National Trust
West Virginia
$28K
ANBT
435
American National Bank & Trust
Texas
$28K +$28K +325 New
LFG
436
LifePlan Financial Group
Ohio
$28K +$28K +327 New
PK
437
Pflug Koory
Nebraska
$27K
FANJ
438
Financial Architects (New Jersey)
New Jersey
$26K
CAGAS
439
Capital Advisory Group Advisory Services
Minnesota
$26K +$26K +300 New
LFA
440
Legacy Financial Advisors
Kentucky
$25K
BBPWM
441
Blue Bell Private Wealth Management
Pennsylvania
$25K
JCM
442
Jacobi Capital Management
Pennsylvania
$25K
CG
443
Cutler Group
California
$25K +$25K +300 New
CHP
444
Cable Hill Partners
Oregon
$23K
FWM
445
Focused Wealth Management
New York
$23K +$88 +1 +0.4%
ML
446
McAdam LLC
Pennsylvania
$23K +$23K +263 New
ACS
447
Archford Capital Strategies
Illinois
$22K +$22K +250 New
IFAM
448
Institutional & Family Asset Management
Colorado
$22K +$22K +250 New
PFGIA
449
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$86 +1 +0.4%
PG
450
Patten Group
Tennessee
$20K