IWS icon

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 %
GBT
351
Grove Bank & Trust
Florida
$8K +$8K +113 New
DPA
352
Delphi Private Advisors
California
$8K +$8K +119 New
WEC
353
Winslow Evans & Crocker
Massachusetts
$7.62K
CAL
354
Capital Advisors Ltd
Ohio
$7K
DBT
355
Dubuque Bank & Trust
Iowa
$6K -$57.2K -849 -91%
EWM
356
Endurance Wealth Management
Rhode Island
$6K
NC
357
NewSquare Capital
Pennsylvania
$6K +$74 +1 +1%
GAM
358
Gemmer Asset Management
California
$5K -$41.6K -616 -89%
BAM
359
Brave Asset Management
New Jersey
$5K
AIA
360
Allegis Investment Advisors
Idaho
$5K +$5K +67 New
BC
361
Bartlett & Co
Ohio
$5K +$5K +75 New
RFA
362
Reilly Financial Advisors
California
$4K
HT
363
Hefren-Tillotson
Pennsylvania
$4K +$4K +65 New
CWM
364
Catamount Wealth Management
Connecticut
$3K
TFA
365
Transamerica Financial Advisors
Florida
$1K
FMP
366
Financial Management Professionals
Texas
$1K
MP
367
Manifold Partners
California
$1K +$533 +8 +114%
FNBOO
368
First National Bank of Omaha
Nebraska
$256 +$256 +3,729 New
QIM
369
Quest Investment Management
Oregon
-$12.1M -179,705 Closed
Citadel Advisors
370
Citadel Advisors
Florida
-$6.39M -95,261 Closed
TRCT
371
Tower Research Capital (TRC)
New York
-$3.53M -52,678 Closed
BWM
372
Braver Wealth Management
Massachusetts
-$2.96M -44,135 Closed
BFA
373
Beaumont Financial Advisors
Massachusetts
-$3.22M -42,754 Closed
VIA
374
Virtus Investment Advisers
Connecticut
-$1.44M -21,530 Closed
MIAN
375
Mariner Independent Advisor Network
Kansas
-$1.41M -20,953 Closed