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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 %
PG
451
Patten Group
Tennessee
$21K
SWP
452
Strategic Wealth Partners
Ohio
$18K -$2.62K -29 -13%
RE
453
RBC Europe
United Kingdom
$17.4K
AWA
454
Acorn Wealth Advisors
Michigan
$17K
Bessemer Group
455
Bessemer Group
New Jersey
$16K +$3.89K +45 +32%
VIA
456
Vantage Investment Advisors
Pennsylvania
$15K -$441 -5 -3%
TDC
457
Thompson Davis & Co
Virginia
$15K
LNB
458
Ledyard National Bank
$14K
PMFA
459
Plante Moran Financial Advisors
Michigan
$14K
CPA
460
Clear Perspective Advisors
Illinois
$14K +$1.96K +22 +16%
BA
461
Ballew Advisors
Mississippi
$14K +$2.04K +23 +17%
B
462
Bridgeworth
Alabama
$14K +$14K +166 New
SFG
463
SevenBridge Financial Group
Pennsylvania
$13K
FPS
464
Fieldpoint Private Securities
Connecticut
$12K -$45.4K -530 -79%
SIS
465
Sound Income Strategies
Florida
$12K
EWM
466
Endurance Wealth Management
Rhode Island
$12K
VNA
467
Valley National Advisers
Pennsylvania
$11K
MIM
468
Macroview Investment Management
Maryland
$11K
POIA
469
Pin Oak Investment Advisors
Texas
$11K
FGAM
470
Financial Gravity Asset Management
Texas
$11K +$1.74K +19 +19%
TCM
471
Tradewinds Capital Management
Washington
$10K
CAL
472
Capital Advisors Ltd
Ohio
$9K
BCA
473
Bay Colony Advisors
Massachusetts
$9K +$9K +96 New
AF
474
Allworth Financial
California
$8K
BWL
475
Bogart Wealth LLC
Virginia
$7K