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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 %
HWA
51
Heritage Wealth Advisors
Virginia
$14.2M +$873K +9,864 +7%
PWAG
52
Polaris Wealth Advisory Group
California
$14M -$31.9K -369 -0.2%
SCM
53
Sterling Capital Management
North Carolina
$13.4M -$125K -1,417 -0.9%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$13.3M +$134K +1,511 +1%
OCM
55
One Capital Management
California
$12.9M +$582K +6,579 +5%
RT
56
Rockland Trust
Massachusetts
$12.6M +$1.59M +17,931 +14%
Goldman Sachs
57
Goldman Sachs
New York
$12.6M -$68.1M -769,401 -84%
UCFA
58
United Capital Financial Advisors
Texas
$12.1M +$10.3M +116,382 +564%
JFG
59
JMG Financial Group
Illinois
$11.8M -$59K -667 -0.5%
LFWA
60
LBJ Family Wealth Advisors
Texas
$11.7M
HAFS
61
Hapanowicz & Associates Financial Services
Pennsylvania
$11.2M +$300K +3,399 +3%
GG
62
GenWealth Group
New Jersey
$11.1M +$235K +2,666 +2%
FHA
63
First Horizon Advisors
Tennessee
$11.1M -$222K -2,508 -2%
HighTower Advisors
64
HighTower Advisors
Illinois
$11M +$332K +3,752 +3%
HFBOT
65
Home Federal Bank of Tennessee
Tennessee
$10.2M +$6.73K +76 +0.1%
SPIA
66
Steward Partners Investment Advisory
New York
$10.1M +$314K +3,549 +3%
JPMPWA
67
J.P. Morgan Private Wealth Advisors
California
$9.7M +$249K +2,812 +3%
PC
68
Port Capital
Illinois
$9.66M +$2.3K +26 +0%
Stifel Financial
69
Stifel Financial
Missouri
$9.65M +$526K +5,958 +6%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$9.47M -$32.1K -363 -0.3%
Deutsche Bank
71
Deutsche Bank
Germany
$8.97M
SEI Investments
72
SEI Investments
Pennsylvania
$8.92M +$5.95M +67,262 +200%
MML Investors Services
73
MML Investors Services
Massachusetts
$8.3M -$8.1M -91,554 -49%
TSW
74
Thompson Siegel & Walmsley
Virginia
$8.14M -$20.3K -229 -0.2%
HSA
75
HBK Sorce Advisory
Pennsylvania
$7.94M -$367K -4,145 -4%