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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 %
SWP
451
Strategic Wealth Partners
Ohio
$20K
FRA
452
Front Row Advisors
California
$18K
RE
453
RBC Europe
United Kingdom
$17K
AWA
454
Acorn Wealth Advisors
Michigan
$17K -$1.31K -15 -7%
VIA
455
Vantage Investment Advisors
Pennsylvania
$15K -$3.69K -43 -20%
TDC
456
Thompson Davis & Co
Virginia
$15K
PMFA
457
Plante Moran Financial Advisors
Michigan
$14K
AssetMark Inc
458
AssetMark Inc
California
$14K
GI
459
Gradient Investments
Minnesota
$14K +$13.6K +161 +3,220%
LNB
460
Ledyard National Bank
$13K
SFG
461
SevenBridge Financial Group
Pennsylvania
$13K
CPA
462
Clear Perspective Advisors
Illinois
$12K -$3.56K -40 -23%
EWM
463
Endurance Wealth Management
Rhode Island
$12K
BGIM
464
Brandywine Global Investment Management
Pennsylvania
$12K +$12K +135 New
BA
465
Ballew Advisors
Mississippi
$12K +$12K +135 New
Bessemer Group
466
Bessemer Group
New Jersey
$12K +$12K +140 New
POIA
467
Pin Oak Investment Advisors
Texas
$11K -$11.5K -134 -51%
SIS
468
Sound Income Strategies
Florida
$11K
CA
469
Centerpoint Advisors
Massachusetts
$11K
VNA
470
Valley National Advisers
Pennsylvania
$11K
MIM
471
Macroview Investment Management
Maryland
$11K
Financial Engines Advisors
472
Financial Engines Advisors
California
$11K +$11K +126 New
BCI
473
Brinker Capital Investments
Pennsylvania
$10K
TCM
474
Tradewinds Capital Management
Washington
$10K +$10K +115 New
CAL
475
Capital Advisors Ltd
Ohio
$9K