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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 %
FPTW
326
Franklin, Parlapiano, Turner & Welch
Texas
$24K
GWM
327
Gupta Wealth Management
California
$23K
SNT
328
Security National Trust
West Virginia
$22K
QAM
329
QCI Asset Management
New York
$22K +$22K +318 New
FIB
330
First Interstate Bank
Montana
$21K
BBPWM
331
Blue Bell Private Wealth Management
Pennsylvania
$21K
CFA
332
Carroll Financial Associates
North Carolina
$19K
MDCM
333
Morgan Dempsey Capital Management
Wisconsin
$19K
WA
334
WFG Advisors
Texas
$19K +$68 +1 +0.4%
ACS
335
Archford Capital Strategies
Illinois
$18K
BlackRock
336
BlackRock
New York
$18K +$18K +259 New
PCTC
337
Perkins Coie Trust Company
Washington
$16K
HW
338
Hedeker Wealth
Illinois
$15K +$15K +228 New
VIA
339
Vantage Investment Advisors
Pennsylvania
$14K
PG
340
Patten Group
Tennessee
$12.7K
VNA
341
Valley National Advisers
Pennsylvania
$12K
SIG
342
Stanford Investment Group
California
$12K
CG
343
Cutler Group
California
$12K +$12K +175 New
LNB
344
Ledyard National Bank
$11K
ADL
345
Asset Dedication LLC
California
$11K +$11K +162 New
BFEC
346
Benjamin F. Edwards & Company
Missouri
$10K
BIM
347
Barton Investment Management
Pennsylvania
$10K +$10K +150 New
BCI
348
Brinker Capital Investments
Pennsylvania
$9K -$1.05K -15 -10%
DAM
349
Delta Asset Management
Tennessee
$9K +$9K +125 New
TDC
350
Thompson Davis & Co
Virginia
$8K