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iShares Russell Mid-Cap Value ETF

351 hedge funds and large institutions have $4.31B invested in iShares Russell Mid-Cap Value ETF in 2014 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 106 increasing their positions, 98 reducing their positions, and 22 closing their positions.

Holders
351
Holders Change
+46
Holders Change %
+15.08%
% of All Funds
9.37%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.67%
New
75
Increased
106
Reduced
98
Closed
22
Calls
$4.34M
Puts
Net Calls
+$4.34M
Net Calls Change
+$4.01M
Name Market Value Shares Shares
Change
Shares
Change %
OIA
301
Optimum Investment Advisors
Illinois
$34K 459
HRIA
302
Haberer Registered Investment Advisor
Ohio
$34K 466
TCOV
303
Trust Company of Vermont
Vermont
$31K 427
VNA
304
Valley National Advisers
Pennsylvania
$31K 467 +467 New
FBT
305
Founders Bank & Trust
Michigan
$30K 413
AIM
306
Advantage Investment Management
Iowa
$28K 382 +382 New
SNT
307
Security National Trust
West Virginia
$23K 317
BBPWM
308
Blue Bell Private Wealth Management
Pennsylvania
$22K 300
FANJ
309
Financial Architects (New Jersey)
New Jersey
$22K 300
S
310
SignatureFD
Georgia
$22K 293 +143 +95%
CFA
311
Carroll Financial Associates
North Carolina
$21K 280
MWP
312
MYCIO Wealth Partners
Pennsylvania
$21K 280
PSUF
313
People's United Financial
Connecticut
$20K 268
FWM
314
Focused Wealth Management
New York
$20K 272 +2 +0.7%
MDCM
315
Morgan Dempsey Capital Management
Wisconsin
$20K 270 +270 New
ACS
316
Archford Capital Strategies
Illinois
$18K 250
JIC
317
Joel Isaacson & Co
New York
$18K 238 +238 New
PCTC
318
Perkins Coie Trust Company
Washington
$17K 229
JFA
319
JNBA Financial Advisors
Minnesota
$17K 231
TDC
320
Thompson Davis & Co
Virginia
$15K 208
VIA
321
Vantage Investment Advisors
Pennsylvania
$15K 206
TFO
322
Tarbox Family Office
California
$15K 197
GWA
323
Genesis Wealth Advisors
Massachusetts
$14.5K 190 +190 New
PG
324
Patten Group
Tennessee
$14K 185 +185 New
GAM
325
Gemmer Asset Management
California
$13K 177 +1 +0.6%