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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.

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 %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$30.2M +$9.35M +105,717 +45%
SF
27
Synovus Financial
Georgia
$30.1M +$722K +8,161 +2%
WWM
28
Windsor Wealth Management
Indiana
$28.9M +$126K +1,425 +0.4%
Truist Financial
29
Truist Financial
North Carolina
$27.9M +$182K +2,057 +0.7%
LFAS
30
Level Four Advisory Services
Texas
$27.8M +$13.7K +155 +0%
CPIG
31
Chicago Partners Investment Group
Illinois
$26.5M +$268K +3,032 +1%
KeyBank National Association
32
KeyBank National Association
Ohio
$25.7M -$743K -8,393 -3%
WSTAM
33
Wilbanks Smith & Thomas Asset Management
Virginia
$24M -$3.49M -39,480 -13%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$23.3M -$7.87M -88,964 -25%
RJA
35
Raymond James & Associates
Florida
$23.2M -$3.32M -37,543 -13%
UB
36
UMB Bank
Missouri
$22.4M -$974K -11,009 -4%
AssetMark Inc
37
AssetMark Inc
California
$21.3M +$21.3M +240,655 +147,641%
PSUF
38
People's United Financial
Connecticut
$18.5M +$457K +220 +3%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$18.3M -$120K -1,360 -0.7%
BF
40
BOK Financial
Oklahoma
$18.1M -$97.3K -1,100 -0.5%
NP
41
NorthRock Partners
Minnesota
$17.3M +$503K +5,676 +3%
SS
42
Simplicity Solutions
Minnesota
$17.3M +$5.59M +63,128 +48%
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$16.1M -$284K -3,207 -2%
AWM
44
AE Wealth Management
Kansas
$15.9M +$3.81M +43,057 +32%
ANTB
45
AMG National Trust Bank
Colorado
$15.9M -$490K -5,542 -3%
FPIS
46
Financial Planning & Information Services
Wisconsin
$15.7M -$747K -8,443 -5%
JIC
47
Johnson Investment Counsel
Ohio
$15.2M -$111K -1,259 -0.7%
AMG
48
Asset Management Group
Connecticut
$14.7M -$181K -2,041 -1%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$14.7M -$507K -5,727 -3%
BCIM
50
Bishop & Co Investment Management
Pennsylvania
$14.3M +$85.8K +970 +0.6%