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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.

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 %
SF
26
Synovus Financial
Georgia
$30.9M +$275K +3,047 +0.9%
WWM
27
Windsor Wealth Management
Indiana
$30M +$541K +5,996 +2%
Truist Financial
28
Truist Financial
North Carolina
$29.5M +$1.03M +11,431 +4%
KeyBank National Association
29
KeyBank National Association
Ohio
$25.8M -$461K -5,103 -2%
CPIG
30
Chicago Partners Investment Group
Illinois
$25.6M +$1.01M +12,372 +4%
SS
31
Simplicity Solutions
Minnesota
$24.1M +$6.45M +71,514 +37%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$23.3M -$446K -4,936 -2%
RJA
33
Raymond James & Associates
Florida
$22.9M -$798K -8,842 -3%
UB
34
UMB Bank
Missouri
$22.7M -$183K -2,031 -0.8%
WSTAM
35
Wilbanks Smith & Thomas Asset Management
Virginia
$21.9M -$2.49M -27,603 -10%
Goldman Sachs
36
Goldman Sachs
New York
$20.8M +$7.89M +87,390 +61%
AWM
37
AE Wealth Management
Kansas
$19.7M +$3.52M +38,954 +22%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$19.6M -$11.2M -123,827 -36%
NP
39
NorthRock Partners
Minnesota
$18.9M +$1.14M +12,587 +6%
BF
40
BOK Financial
Oklahoma
$18.2M -$296K -3,284 -2%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$17.9M -$788K -8,731 -4%
HWA
42
Heritage Wealth Advisors
Virginia
$16.4M +$1.93M +21,342 +13%
ANTB
43
AMG National Trust Bank
Colorado
$16.4M +$206K +2,285 +1%
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$16.2M -$252K -2,796 -2%
JIC
45
Johnson Investment Counsel
Ohio
$15.8M +$330K +3,657 +2%
AMG
46
Asset Management Group
Connecticut
$14.9M -$99.1K -1,098 -0.7%
BCIM
47
Bishop & Co Investment Management
Pennsylvania
$14.7M +$149K +1,654 +1%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$14.6M -$327K -3,619 -2%
PWAG
49
Polaris Wealth Advisory Group
California
$14.1M -$498K -5,513 -3%
FPIS
50
Financial Planning & Information Services
Wisconsin
$13.8M -$2.22M -24,558 -14%