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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 %
OC
176
Oppenheimer & Co
New York
$1.34M +$331K +3,671 +33%
TNB
177
Thomasville National Bank
Georgia
$1.34M +$2.62K +29 +0.2%
PCG
178
Private Capital Group
Connecticut
$1.32M +$15.8K +174 +1%
NWS
179
Newport Wealth Strategies
California
$1.29M +$57.2K +683 +5%
MGIA
180
Moneta Group Investment Advisors
Missouri
$1.29M +$5.78K +64 +0.5%
FIM
181
Freedom Investment Management
Connecticut
$1.26M -$48.5K -531 -4%
HNB
182
Huntington National Bank
Ohio
$1.21M -$1.26M
SMFS
183
Squar Milner Financial Services
California
$1.16M -$13.3K -147 -1%
AIG
184
American International Group
New York
$1.16M +$760K +8,413 +191%
BIA
185
BHK Investment Advisors
Alabama
$1.12M -$451 -5 -0%
BPB
186
Badgley, Phelps & Bell
Washington
$1.1M
GP
187
Girard Partners
Pennsylvania
$1.08M +$3.07K +34 +0.3%
CWM
188
Cahaba Wealth Management
Georgia
$1.08M -$102K -1,128 -9%
TFCP
189
Twin Focus Capital Partners
Massachusetts
$1.07M -$45.1K -500 -4%
PPA
190
Parametric Portfolio Associates
Washington
$1.07M -$36.6K -405 -3%
GWA
191
Guidant Wealth Advisors
Illinois
$1.07M
VR
192
Viridian RIA
Washington
$1.06M +$1.06M +11,752 New
MIAN
193
Mariner Independent Advisor Network
Kansas
$1.04M +$1.04M +11,502 New
SIA
194
Starfire Investment Advisers
Michigan
$1.03M -$914K -10,131 -47%
BCM
195
Brookstone Capital Management
Illinois
$1.02M +$2.98K +33 +0.3%
BUB
196
BBVA USA Bancshares
Texas
$986K -$23.8K -264 -2%
WI
197
Wedgewood Investors
Pennsylvania
$957K
DADC
198
D.A. Davidson & Co
Montana
$954K +$147K +1,630 +18%
MCWS
199
McKinley Carter Wealth Services
West Virginia
$952K -$8.48K -94 -0.9%
BIA
200
Bigelow Investment Advisors
Maine
$948K +$10.8K +120 +1%