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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 %
WA
451
WP Advisors
California
$25K +$177 +2 +0.7%
FWM
452
Focused Wealth Management
New York
$24K
ML
453
McAdam LLC
Pennsylvania
$24K
CHP
454
Cable Hill Partners
Oregon
$23K -$1.56K -17 -6%
IFAM
455
Institutional & Family Asset Management
Colorado
$23K
ACS
456
Archford Capital Strategies
Illinois
$23K
TWA
457
TCI Wealth Advisors
Arizona
$21K -$22.7K -256 -52%
PG
458
Patten Group
Tennessee
$21K
SWP
459
Strategic Wealth Partners
Ohio
$18K
RE
460
RBC Europe
United Kingdom
$17.8K
FHB
461
First Hawaiian Bank
Hawaii
$17K +$17K +186 New
TDC
462
Thompson Davis & Co
Virginia
$16K
PMFA
463
Plante Moran Financial Advisors
Michigan
$15K
VIA
464
Vantage Investment Advisors
Pennsylvania
$15K
BWL
465
Bogart Wealth LLC
Virginia
$15K +$7.68K +84 +105%
PFGIA
466
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$9.97K +113 +198%
QAM
467
QCI Asset Management
New York
$15K +$15K +162 New
SFG
468
SevenBridge Financial Group
Pennsylvania
$14K
LNB
469
Ledyard National Bank
$14K
GI
470
Gradient Investments
Minnesota
$14K +$13K +68 +1,360%
BA
471
Ballew Advisors
Mississippi
$13K
FPS
472
Fieldpoint Private Securities
Connecticut
$13K
EWM
473
Endurance Wealth Management
Rhode Island
$12K
SIS
474
Sound Income Strategies
Florida
$12K
POIA
475
Pin Oak Investment Advisors
Texas
$12K