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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 %
RFWA
426
RPg Family Wealth Advisory
Massachusetts
$37.9K
NSB
427
Norway Savings Bank
Maine
$36K
RCG
428
Ruggie Capital Group
Florida
$35K
WCM
429
Whitener Capital Management
North Carolina
$35K +$35K +395 New
AIM
430
Advantage Investment Management
Iowa
$34K
THWM
431
Taylor Hoffman Wealth Management
Virginia
$34K
GIP
432
Granite Investment Partners
California
$34K +$167 +2 +0.5%
WAM
433
Watermark Asset Management
California
$33K
FGAM
434
Financial Gravity Asset Management
Texas
$33K +$23.3K +288 +240%
RWA
435
Ropes Wealth Advisors
Massachusetts
$32K -$8.91K -100 -22%
MWPCG
436
Measured Wealth Private Client Group
New Hampshire
$31K +$31K +346 New
OIA
437
OneDigital Investment Advisors
Kansas
$30K -$16.9K -186 -36%
LFG
438
LifePlan Financial Group
Ohio
$30K
MPWT
439
MassMutual Private Wealth & Trust
Connecticut
$29.3K
PK
440
Pflug Koory
Nebraska
$29K
ANBT
441
American National Bank & Trust
Texas
$29K
SNT
442
Security National Trust
West Virginia
$29K
FANJ
443
Financial Architects (New Jersey)
New Jersey
$27K
BBPWM
444
Blue Bell Private Wealth Management
Pennsylvania
$27K
JCM
445
Jacobi Capital Management
Pennsylvania
$27K
LFA
446
Legacy Financial Advisors
Kentucky
$27K
CAGAS
447
Capital Advisory Group Advisory Services
Minnesota
$27K
TPWA
448
TRUE Private Wealth Advisors
Oregon
$25.2K +$25.2K +277 New
HDIM
449
Hanson & Doremus Investment Management
Vermont
$25K -$4.93K -54 -16%
VCM
450
Vigilant Capital Management
Maine
$25K