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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 %
NSB
426
Norway Savings Bank
Maine
$35K
RCG
427
Ruggie Capital Group
Florida
$35K
AIM
428
Advantage Investment Management
Iowa
$34K
THWM
429
Taylor Hoffman Wealth Management
Virginia
$33K
AA
430
AlphaMark Advisors
Kentucky
$33K +$30.4K +345 +1,150%
WAM
431
Watermark Asset Management
California
$32K
BCI
432
Brinker Capital Investments
Pennsylvania
$31K +$21.1K +240 +214%
HDIM
433
Hanson & Doremus Investment Management
Vermont
$29K -$4.07K -46 -12%
LFG
434
LifePlan Financial Group
Ohio
$29K
ANBT
435
American National Bank & Trust
Texas
$29K
MPWT
436
MassMutual Private Wealth & Trust
Connecticut
$28.8K
PK
437
Pflug Koory
Nebraska
$28K
SNT
438
Security National Trust
West Virginia
$28K
LFA
439
Legacy Financial Advisors
Kentucky
$27K
BBPWM
440
Blue Bell Private Wealth Management
Pennsylvania
$27K
FANJ
441
Financial Architects (New Jersey)
New Jersey
$27K
JCM
442
Jacobi Capital Management
Pennsylvania
$27K
CAGAS
443
Capital Advisory Group Advisory Services
Minnesota
$27K
WA
444
WP Advisors
California
$25K +$25K +280 New
VCM
445
Vigilant Capital Management
Maine
$24K -$9.83K -113 -29%
CHP
446
Cable Hill Partners
Oregon
$24K
FWM
447
Focused Wealth Management
New York
$23K
ML
448
McAdam LLC
Pennsylvania
$23K
ACS
449
Archford Capital Strategies
Illinois
$22K
IFAM
450
Institutional & Family Asset Management
Colorado
$22K