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iShares Russell Mid-Cap Value ETF

432 hedge funds and large institutions have $5.89B invested in iShares Russell Mid-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 144 increasing their positions, 120 reducing their positions, and 29 closing their positions.

Holders
432
Holders Change
+48
Holders Change %
+12.5%
% of All Funds
10.82%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.78%
New
80
Increased
144
Reduced
120
Closed
29
Calls
$5.35M
Puts
$8.54M
Net Calls
-$3.19M
Net Calls Change
-$624K
Name Market Value Shares Shares
Change
Shares
Change %
BEAM
276
Baker Ellis Asset Management
Washington
$349K 4,334
SFA
277
Sequoia Financial Advisors
Ohio
$335K 4,170
1SB
278
1ST Source Bank
Indiana
$334K 4,152 +402 +11%
SGCA
279
Steel Grove Capital Advisors
Tennessee
$332K 4,125
Kovitz Investment Group Partners
280
Kovitz Investment Group Partners
Illinois
$326K 4,056
FIM
281
Freedom Investment Management
Connecticut
$325K 4,045 +68 +2%
UBWV
282
United Bank (West Virginia)
West Virginia
$316K 3,924
CAW
283
Cornerstone Advisors (Washington)
Washington
$316K 3,930 +3,930 New
BJL
284
Brighton Jones LLC
Washington
$316K 3,923 -19,306 -83%
CWM
285
Confluence Wealth Management
Oregon
$310K 3,849 -356 -8%
RT
286
Rockland Trust
Massachusetts
$310K 3,855 +808 +27%
S
287
SignatureFD
Georgia
$309K 3,838 +858 +29%
JFGIW
288
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$308K 3,835 +200 +6%
BC
289
Bartlett & Co
Ohio
$301K 3,740 +2,605 +230%
NGA
290
Naples Global Advisors
Florida
$300K 3,730
CCA
291
Cobblestone Capital Advisors
New York
$299K 3,721 +375 +11%
AA
292
Ancora Advisors
Ohio
$294K 3,655 +3,655 New
MHS
293
M Holdings Securities
Oregon
$292K 3,635 -1,120 -24%
EA
294
Edge Advisors
Georgia
$290K 3,606 +3,606 New
CDIA
295
Capital Directions Investment Advisors
Georgia
$284K 3,528 -257 -7%
AUB
296
Atlantic Union Bankshares
Virginia
$283K 3,522
AIM
297
Alambic Investment Management
California
$282K 3,500 +3,500 New
DY
298
Dowling & Yahnke
California
$281K 3,489
Brown Advisory
299
Brown Advisory
Maryland
$281K 3,498 +3,498 New
BFIM
300
Beese Fulmer Investment Management
Ohio
$280K 3,478