IWS icon

iShares Russell Mid-Cap Value ETF

384 hedge funds and large institutions have $5.28B invested in iShares Russell Mid-Cap Value ETF in 2016 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 128 reducing their positions, and 25 closing their positions.

Holders
384
Holders Change
+6
Holders Change %
+1.59%
% of All Funds
10.26%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.72%
New
36
Increased
121
Reduced
128
Closed
25
Calls
$2.73M
Puts
$5.3M
Net Calls
-$2.57M
Net Calls Change
-$1.29M
Name Market Value Shares Shares
Change
Shares
Change %
BC
326
Bartlett & Co
Ohio
$87K 1,135 +695 +158%
LM
327
Legg Mason
Maryland
$78K 1,010 +1,010 New
BWP
328
Baldwin Wealth Partners
Massachusetts
$72K 944 +944 New
BL
329
Balentine LLC
Georgia
$63K 825
WA
330
Winfield Associates
Ohio
$61K 800
WA
331
WFG Advisors
Texas
$54K 710 +150 +27%
WEC
332
Winslow Evans & Crocker
Massachusetts
$50.7K 662 +550 +491%
FMII
333
Farmers & Merchants Investments Inc
Nebraska
$49K 640
AIM
334
Advantage Investment Management
Iowa
$47K 613 +111 +22%
CWM
335
Concert Wealth Management
California
$47K 601 +601 New
WC
336
Whitnell & Co
Illinois
$46K 595 -275 -32%
GBBWRPM
337
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$46K 608 +608 New
JIC
338
Joel Isaacson & Co
New York
$41K 538
SPL
339
Smart Portfolios LLC
Washington
$40K 523 -109 -17%
BlackRock
340
BlackRock
New York
$37K 486 +70 +17%
IIC
341
Integrated Investment Consultants
Michigan
$35K 463
CAPTRUST Financial Advisors
342
CAPTRUST Financial Advisors
North Carolina
$31K 412 -348 -46%
CP
343
Corbenic Partners
Pennsylvania
$31K 408
TC
344
Trust Company
Kansas
$30K 397 +397 New
KF
345
Krilogy Financial
Missouri
$29K 374 +184 +97%
CFA
346
Carroll Financial Associates
North Carolina
$28K 372 +138 +59%
AP
347
Atwood & Palmer
Missouri
$28K 364 +364 New
FPTW
348
Franklin, Parlapiano, Turner & Welch
Texas
$27K 350
SNT
349
Security National Trust
West Virginia
$25K 317
ACM
350
Argentus Capital Management
Texas
$25K 328 +328 New