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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 %
CIBC World Market
201
CIBC World Market
Ontario, Canada
$861K +$15K +170 +2%
PFT
202
Providence First Trust
Arizona
$834K -$11.1K -125 -1%
CC
203
Cassaday & Co
Virginia
$830K
SSB
204
Sandy Spring Bank
Maryland
$802K -$139K -1,570 -15%
OBWP
205
O'Brien Wealth Partners
Massachusetts
$801K -$7.25K -82 -0.9%
NFC
206
Northeast Financial Consultants
Connecticut
$796K
DADC
207
D.A. Davidson & Co
Montana
$791K +$17.7K +200 +2%
FA
208
FDx Advisors
Illinois
$781K -$20.4K -230 -3%
FNT
209
First National Trust
Pennsylvania
$772K
CBN
210
Cadence Bank NA
Texas
$767K
BFPW
211
BOK Financial Private Wealth
Colorado
$742K -$1.5K -17 -0.2%
FCBT
212
First Citizens Bank & Trust
North Carolina
$740K +$55.7K +629 +8%
HCA
213
Harbour Capital Advisors
Virginia
$722K -$26.5K -300 -4%
IWC
214
Integrated Wealth Concepts
Massachusetts
$707K
LW
215
Linscomb Wealth
Texas
$694K
FAAS
216
First Allied Advisory Services
California
$692K +$46.3K +524 +7%
Kayne Anderson Rudnick Investment Management
217
Kayne Anderson Rudnick Investment Management
California
$688K
QCG
218
Quadrant Capital Group
Ohio
$672K
CGA
219
Crescent Grove Advisors
Illinois
$671K -$32.7K -369 -5%
AA
220
Alesco Advisors
New York
$664K +$49.5K +560 +8%
HB
221
Homrich & Berg
Georgia
$659K -$19.7K -223 -3%
FCI
222
Financial Counselors Inc
Kansas
$656K -$25.2K -285 -4%
MFW
223
Mosaic Family Wealth
Missouri
$649K +$27.4K +310 +4%
CAL
224
Capital Analysts LLC
Pennsylvania
$639K +$19.9K +225 +3%
Comerica Bank
225
Comerica Bank
Texas
$627K -$44.2K -494 -7%