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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 %
LWCFA
276
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$232K +$232K +3,375 New
CFA
277
CT Financial Advisors
Pennsylvania
$231K +$275 +4 +0.1%
1SB
278
1ST Source Bank
Indiana
$230K
TSS
279
Two Sigma Securities
New York
$224K +$224K +3,265 New
KKAMG
280
Kernodle & Katon Asset Management Group
Arkansas
$214K +$214K +3,111 New
EWM
281
Evercore Wealth Management
New York
$213K +$142K +2,060 +198%
PFBT
282
Parkside Financial Bank & Trust
Missouri
$211K +$411 +6 +0.2%
KAM
283
Keeley Asset Management
Illinois
$208K +$208K +3,025 New
PAI
284
Pittenger & Anderson Inc
Nebraska
$206K +$206K +3,000 New
IH
285
IFC Holdings
Florida
$204K +$204K +2,950 New
3AM
286
3D Asset Management
Connecticut
$203K -$39.4K -573 -16%
MC
287
Middleton & Co
Massachusetts
$200K +$200K +2,920 New
EFSCE
288
Enterprise Financial Services Corp (EFSC)
Missouri
$189K +$118K +1,725 +168%
S
289
SignatureFD
Georgia
$166K +$13.9K +202 +9%
AWMS
290
Advocacy Wealth Management Services
Georgia
$160K +$160K +2,334 New
IWM
291
Integrated Wealth Management
California
$145K -$4.52K -66 -3%
CAPTRUST Financial Advisors
292
CAPTRUST Financial Advisors
North Carolina
$139K +$91K +1,327 +190%
LWM
293
LBA Wealth Management
Florida
$137K
MBT
294
Monroe Bank & Trust
Michigan
$137K
WAM
295
Wealthspire Advisors (Maryland)
Maryland
$130K +$130K +1,895 New
SFM
296
Systematic Financial Management
New Jersey
$128K -$129K -1,885 -50%
BWA
297
Burt Wealth Advisors
Maryland
$118K +$9.11K +133 +8%
PO
298
Private Ocean
California
$116K
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$115K +$29.5K +431 +35%
KCPG
300
Kavar Capital Partners Group
Kansas
$107K