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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 %
FGC
476
Financial Gravity Companies
Texas
$9K +$3.39K +38 +60%
FGAM
477
Financial Gravity Asset Management
Texas
$9K +$9K +101 New
AF
478
Allworth Financial
California
$8K โ€“ โ€“ โ€“
DBT
479
Dubuque Bank & Trust
Iowa
$8K โ€“ โ€“ โ€“
BWL
480
Bogart Wealth LLC
Virginia
$7K โ€“ โ€“ โ€“
TI
481
Truepoint Inc
Ohio
$6.78K -$71.7K -6,196 -91%
MPPLM
482
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6K โ€“ โ€“ โ€“
SBL
483
Sargent Bickham Lagudis
Colorado
$5K โ€“ โ€“ โ€“
IP
484
Intellectus Partners
California
$5K โ€“ โ€“ โ€“
VCM
485
Virtue Capital Management
Tennessee
$4K -$2.22K -25 -36%
CFD
486
Creative Financial Designs
Indiana
$4K โ€“ โ€“ โ€“
DPA
487
Delphi Private Advisors
California
$4K โ€“ โ€“ โ€“
MWM
488
Mascoma Wealth Management
New Hampshire
$4K โ€“ โ€“ โ€“
AA
489
AlphaMark Advisors
Kentucky
$3K โ€“ โ€“ โ€“
YWP
490
YorkBridge Wealth Partners
New York
$3K โ€“ โ€“ โ€“
AWM
491
Avior Wealth Management
Nebraska
$3K +$3K +38 New
GEA
492
Glen Eagle Advisors
New Jersey
$1.73K +$1.73K +20 New
CL
493
Cabana LLC
Arkansas
$1.6K +$1.6K +18,515 New
RFM
494
Royal Fund Management
Florida
$1K -$14.3K -172 -93%
AAP
495
Arax Advisory Partners
Colorado
$1K โ€“ โ€“ โ€“
BRC
496
Bell Rock Capital
Delaware
$1K โ€“ โ€“ โ€“
WB
497
Webster Bank
Connecticut
$1K โ€“ โ€“ โ€“
TFA
498
Transamerica Financial Advisors
Florida
$1K โ€“ โ€“ โ€“
PWM
499
Perigon Wealth Management
California
$1K +$1K +10 New
RWP
500
RWA Wealth Partners
Massachusetts
$1K +$1K +15 New