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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.

New
Increased
Maintained
Reduced
Closed
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 %
AFP
126
Ausdal Financial Partners
Iowa
$2.61M +$70.5K +797 +3%
CL
127
Choreo LLC
Illinois
$2.58M -$40.7K -460 -2%
GIM
128
Goelzer Investment Management
Indiana
$2.53M -$149K -1,688 -6%
IA
129
IFP Advisors
Florida
$2.47M -$40.7K -460 -2%
FWM
130
Frontier Wealth Management
Missouri
$2.46M -$85.2K -963 -3%
ANB
131
Amarillo National Bank
Texas
$2.46M -$144K -1,631 -6%
NCMW
132
Northern Capital Management (Wisconsin)
Wisconsin
$2.46M -$54.4K -615 -2%
SQA
133
Simon Quick Advisors
New Jersey
$2.35M -$40.6K -459 -2%
WIC
134
Whitegate Investment Counselors
New Hampshire
$2.21M
BTS
135
BB&T Securities
Virginia
$2.12M +$73.5K +831 +4%
GWM
136
Geneos Wealth Management
Colorado
$2.06M -$67.2K -760 -3%
FUBT
137
First United Bank & Trust
Maryland
$2.05M -$67K -757 -3%
FMBTD
138
First Midwest Bank Trust Division
Illinois
$1.98M -$395K -4,463 -17%
CHC
139
City Holding Co
West Virginia
$1.98M +$31.6K +357 +2%
ACA
140
Anchor Capital Advisors
Massachusetts
$1.97M -$771K -8,709 -28%
CWM
141
Cornerstone Wealth Management
Missouri
$1.94M +$1.94M +171,325 New
FA
142
FCG Advisors
New Jersey
$1.93M -$330K -3,732 -15%
SCG
143
Sonata Capital Group
Washington
$1.92M
SIA
144
Starfire Investment Advisers
Michigan
$1.9M -$181K -2,050 -9%
BWFA
145
Baltimore-Washington Financial Advisors
Maryland
$1.9M -$62.8K -710 -3%
CA
146
Cetera Advisors
Colorado
$1.87M +$9.4K +106 +0.5%
V
147
Veritable
Delaware
$1.87M -$1.88M -21,210 -50%
AT
148
Arden Trust
Delaware
$1.85M -$77.9K -880 -4%
BJL
149
Brighton Jones LLC
Washington
$1.84M -$137K -1,550 -7%
PAG
150
Private Advisor Group
New Jersey
$1.76M +$273K +3,082 +18%