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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 %
CA
126
Cornerstone Advisory
Maryland
$2.7M +$1.02M +11,295 +61%
CL
127
Choreo LLC
Illinois
$2.66M +$7.81K +86 +0.3%
PAG
128
Private Advisor Group
New Jersey
$2.65M +$858K +9,507 +48%
ACA
129
Anchor Capital Advisors
Massachusetts
$2.6M +$589K +6,530 +29%
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$2.55M +$2.36M +25,933 +1,219%
CA
131
Cetera Advisors
Colorado
$2.52M +$619K +6,869 +33%
NCMW
132
Northern Capital Management (Wisconsin)
Wisconsin
$2.49M -$13.1K -145 -0.5%
ANB
133
Amarillo National Bank
Texas
$2.44M -$65K -720 -3%
FWM
134
Frontier Wealth Management
Missouri
$2.43M -$80.9K -896 -3%
SQA
135
Simon Quick Advisors
New Jersey
$2.43M +$26.3K +291 +1%
GIM
136
Goelzer Investment Management
Indiana
$2.39M -$197K -2,186 -8%
WIC
137
Whitegate Investment Counselors
New Hampshire
$2.25M
AFP
138
Ausdal Financial Partners
Iowa
$2.23M -$428K -4,740 -16%
BTS
139
BB&T Securities
Virginia
$2.22M +$49.4K +548 +2%
IA
140
IFP Advisors
Florida
$2.19M -$331K -3,667 -13%
GWM
141
Geneos Wealth Management
Colorado
$2.12M +$16.2K +179 +0.8%
CHC
142
City Holding Co
West Virginia
$2M -$19.4K -215 -1%
BWFA
143
Baltimore-Washington Financial Advisors
Maryland
$1.97M +$39K +432 +2%
UCFA
144
United Capital Financial Advisors
Texas
$1.95M -$10.4M -115,351 -84%
FA
145
FCG Advisors
New Jersey
$1.95M -$15.5K -172 -0.8%
SCG
146
Sonata Capital Group
Washington
$1.95M -$9.02K -100 -0.5%
WTC
147
WhitTier Trust Company
Nevada
$1.93M +$167K +1,853 +10%
CSM
148
CAMG Solamere Management
North Carolina
$1.92M +$323K +3,583 +20%
BJL
149
Brighton Jones LLC
Washington
$1.88M +$2.35K +26 +0.1%
AT
150
Arden Trust
Delaware
$1.83M -$54.9K -608 -3%