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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 %
TC
151
Telemus Capital
Michigan
$1.79M +$25.3K +280 +1%
SWP
152
Stratos Wealth Partners
Ohio
$1.78M +$54.6K +605 +3%
FMBTD
153
First Midwest Bank Trust Division
Illinois
$1.77M -$252K -2,794 -12%
NI
154
Nuance Investments
Missouri
$1.74M +$1.46M +16,226 +528%
BRWM
155
B. Riley Wealth Management
Tennessee
$1.71M +$1.71M +18,937 New
FUBT
156
First United Bank & Trust
Maryland
$1.7M -$392K -4,346 -19%
CWM
157
Cornerstone Wealth Management
Missouri
$1.7M -$308K -26,299 -15%
BAS
158
Brown Advisory Securities
Maryland
$1.66M +$16.6K +184 +1%
WSFS
159
Wilmington Savings Fund Society
Delaware
$1.66M
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$1.64M -$27.4K -304 -2%
MCM
161
MAI Capital Management
Ohio
$1.63M +$31.8K +352 +2%
GT
162
Glenview Trust
Kentucky
$1.62M +$128K +1,422 +9%
SFG
163
Sage Financial Group
Pennsylvania
$1.61M -$11.2K -124 -0.7%
V
164
Veritable
Delaware
$1.61M -$296K -3,276 -16%
HCMT
165
Highland Capital Management (Tennessee)
Tennessee
$1.53M
SPC
166
Sigma Planning Corp
Michigan
$1.53M +$38.1K +422 +3%
MWP
167
MYCIO Wealth Partners
Pennsylvania
$1.52M +$102K +1,130 +7%
NFC
168
Northeast Financial Consultants
Connecticut
$1.51M +$693K +7,676 +85%
IWM
169
IHT Wealth Management
Illinois
$1.44M -$7.22K -80 -0.5%
SIAS
170
Shine Investment Advisory Services
Colorado
$1.38M +$7.58K +84 +0.6%
AB
171
Atlas Brown
Kentucky
$1.38M +$5.69K +63 +0.4%
CTC
172
Central Trust Company
Missouri
$1.37M -$2.26K -25 -0.2%
WB
173
WesBanco Bank
West Virginia
$1.37M +$2.17K +24 +0.2%
TCM
174
Telos Capital Management
California
$1.36M -$26.2K -290 -2%
MA
175
MCF Advisors
Kentucky
$1.36M -$15.9K -176 -1%