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iShares Russell Mid-Cap Value ETF

378 hedge funds and large institutions have $4.88B invested in iShares Russell Mid-Cap Value ETF in 2016 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 127 increasing their positions, 121 reducing their positions, and 10 closing their positions.

Holders
378
Holders Change
+28
Holders Change %
+8%
% of All Funds
10.1%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.77%
New
40
Increased
127
Reduced
121
Closed
10
Calls
$2.88M
Puts
$4.17M
Net Calls
-$1.28M
Net Calls Change
-$713K
Name Market Value Shares Shares
Change
Shares
Change %
SAM
301
Solaris Asset Management
New York
$197K 2,658 +2,612 +5,678%
S
302
SignatureFD
Georgia
$187K 2,515 +2,006 +394%
OC
303
Oakworth Capital
Alabama
$186K 2,531 +2,531 New
LWM
304
LBA Wealth Management
Florida
$164K 2,203 +203 +10%
AWMS
305
Advocacy Wealth Management Services
Georgia
$158K 2,124
IWM
306
Integrated Wealth Management
California
$153K 2,053 -178 -8%
BWA
307
Burt Wealth Advisors
Maryland
$128K 1,723
PO
308
Private Ocean
California
$125K 1,686
MFBTD
309
MB Financial Bank - Trust Department
Illinois
$118K 1,593 +45 +3%
BAM
310
Barrett Asset Management
New York
$116K 1,567 +292 +23%
First Manhattan
311
First Manhattan
New York
$115K 1,559 +98 +7%
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$113K 1,515 -84 -5%
ST
313
Smithfield Trust
Pennsylvania
$112K 1,510
AOWM
314
Alpha Omega Wealth Management
Virginia
$104K 1,403
DSC
315
Duncker Streett & Co
Missouri
$87K 1,166
TCM
316
TD Capital Management
Tennessee
$77K 1,038 +1,038 New
WC
317
Whitnell & Co
Illinois
$65K 870 +870 New
BL
318
Balentine LLC
Georgia
$61K 825 +825 New
WA
319
Winfield Associates
Ohio
$59K 800
CAPTRUST Financial Advisors
320
CAPTRUST Financial Advisors
North Carolina
$56K 760 -673 -47%
MPWT
321
MassMutual Private Wealth & Trust
Connecticut
$55.1K 742 -100 -12%
TCOV
322
Trust Company of Vermont
Vermont
$55K 747 -53 -7%
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$48K 640
SPL
324
Smart Portfolios LLC
Washington
$47K 632 +632 New
WA
325
WFG Advisors
Texas
$42K 560 +280 +100%