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iShares Russell Mid-Cap Value ETF

294 hedge funds and large institutions have $3.54B invested in iShares Russell Mid-Cap Value ETF in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 86 increasing their positions, 109 reducing their positions, and 18 closing their positions.

Holders
294
Holders Change
+16
Holders Change %
+5.76%
% of All Funds
8.5%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.58%
New
38
Increased
86
Reduced
109
Closed
18
Calls
$1.22M
Puts
Net Calls
+$1.22M
Net Calls Change
+$782K
Name Market Value Shares Shares
Change
Shares
Change %
WA
251
WFG Advisors
Texas
$77K 1,116 +5 +0.5%
TDC
252
Thompson Davis & Co
Virginia
$73K 1,066
EFSCE
253
Enterprise Financial Services Corp (EFSC)
Missouri
$71K 1,027
CAL
254
Capital Analysts LLC
Pennsylvania
$68.7K 1,000 +400 +67%
WA
255
Winfield Associates
Ohio
$63K 920
Lazard Asset Management
256
Lazard Asset Management
New York
$61K 900
WF
257
WealthTrust Fairport
Ohio
$59K 861 -310 -26%
MAS
258
Madden Advisory Services
Florida
$57K 835
WTB
259
Washington Trust Bank
Washington
$55K 800 +800 New
PSI
260
Pinnacle Summer Investments
Virginia
$50K 730
CCM
261
Carderock Capital Management
Maryland
$47K 684 +684 New
MAA
262
Managed Account Advisors
New Jersey
$45K 651 -78,395 -99%
BJ
263
Brouwer & Janachowski
California
$38K 550 +550 New
RIA
264
Regal Investment Advisors
Michigan
$34K 494 +494 New
HRIA
265
Haberer Registered Investment Advisor
Ohio
$32K 466 +200 +75%
FMII
266
Farmers & Merchants Investments Inc
Nebraska
$31K 453
PP
267
Palladium Partners
Virginia
$26K 380 +380 New
TCOV
268
Trust Company of Vermont
Vermont
$24K 350
WA
269
Waverly Advisors
Alabama
$23K 334 -1,198 -78%
EWM
270
Evercore Wealth Management
New York
$23K 334
BBPWM
271
Blue Bell Private Wealth Management
Pennsylvania
$21K 300
MWP
272
MYCIO Wealth Partners
Pennsylvania
$19K 280
FWM
273
Focused Wealth Management
New York
$18K 269 +1 +0.4%
ACS
274
Archford Capital Strategies
Illinois
$17.2K 250 +250 New
JFA
275
JNBA Financial Advisors
Minnesota
$16K 231