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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 %
RWA
476
River Wealth Advisors
Pennsylvania
$12K +$12K +132 New
AA
477
AlphaMark Advisors
Kentucky
$11K -$23.4K -255 -68%
AssetMark Inc
478
AssetMark Inc
California
$10K -$21.1M -240,704 -100%
TCM
479
Tradewinds Capital Management
Washington
$10K
CAL
480
Capital Advisors Ltd
Ohio
$10K
SFM
481
Systematic Financial Management
New Jersey
$9K +$4.59K +52 +104%
AF
482
Allworth Financial
California
$8K
HFM
483
Hartford Financial Management
Connecticut
$7K
NFG
484
Next Financial Group
Texas
$7K +$7K +81 New
KF
485
Krilogy Financial
Missouri
$7K +$7K +82 New
SCM
486
Southport Capital Management
Tennessee
$6K +$6K +66 New
Parallax Volatility Advisers
487
Parallax Volatility Advisers
California
$6K +$5.91K +67 +6,700%
IP
488
Investment Partners
Ohio
$5.87K +$50 +283 +0.9%
IP
489
Intellectus Partners
California
$5K
DPA
490
Delphi Private Advisors
California
$5K
MWM
491
Mascoma Wealth Management
New Hampshire
$5K
TC
492
Truvestments Capital
Florida
$5K +$5K +50 New
YWP
493
YorkBridge Wealth Partners
New York
$4K
KJWM
494
Kiley Juergens Wealth Management
Washington
$4K
ECM
495
Exchange Capital Management
Michigan
$4K +$4K +46 New
CAG
496
Csenge Advisory Group
Florida
$3K +$3K +44 New
RMAM
497
Raab & Moskowitz Asset Management
New Jersey
$2K +$2K +32 New
GEA
498
Glen Eagle Advisors
New Jersey
$1.81K
TFA
499
Transamerica Financial Advisors
Florida
$1K -$1K -1 -50%
BRC
500
Bell Rock Capital
Delaware
$1K