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iShares Russell Mid-Cap Value ETF

367 hedge funds and large institutions have $4.49B invested in iShares Russell Mid-Cap Value ETF in 2015 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 135 increasing their positions, 86 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+20
Holders Change %
+5.76%
% of All Funds
9.64%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.58%
New
59
Increased
135
Reduced
86
Closed
34
Calls
$8.56M
Puts
$1.31M
Net Calls
+$7.26M
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
251
Manchester Capital Management
Vermont
$304K -$301K -4,394 -50%
RJT
252
Raymond James Trust
Florida
$304K -$91.4K -1,331 -23%
SGCA
253
Steel Grove Capital Advisors
Tennessee
$303K +$20.2K +295 +7%
GWS
254
Glassman Wealth Services
Virginia
$289K
BEAM
255
Baker Ellis Asset Management
Washington
$286K
DY
256
Dowling & Yahnke
California
$283K
FIM
257
Freedom Investment Management
Connecticut
$283K +$24.8K +362 +10%
MC
258
Mathes Company
New York
$281K
OC
259
Oarsman Capital
Wisconsin
$281K +$38.9K +566 +16%
KIA
260
KCM Investment Advisors
California
$280K -$20.6K -300 -7%
UBWV
261
United Bank (West Virginia)
West Virginia
$276K -$134K -1,950 -33%
FA
262
FDx Advisors
Illinois
$271K +$271K +3,952 New
CDIA
263
Capital Directions Investment Advisors
Georgia
$270K
MCWS
264
McKinley Carter Wealth Services
West Virginia
$268K +$1.3K +19 +0.5%
AIM
265
Allen Investment Management
New York
$267K
NGA
266
Naples Global Advisors
Florida
$256K
Chevy Chase Trust
267
Chevy Chase Trust
Maryland
$255K -$17.4K -254 -6%
AFWA
268
Ancora Family Wealth Advisors
Ohio
$250K
AUB
269
Atlantic Union Bankshares
Virginia
$246K +$246K +3,577 New
PFS
270
Prospera Financial Services
Texas
$242K +$242K +3,527 New
BFIM
271
Beese Fulmer Investment Management
Ohio
$239K +$14K +203 +6%
PWM
272
Perigon Wealth Management
California
$238K -$50K -727 -17%
JFGIW
273
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$237K
CCA
274
Cobblestone Capital Advisors
New York
$235K
FTIOP
275
Fiduciary Trust International of Pennsylvania
Pennsylvania
$232K