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iShares Russell Mid-Cap Value ETF

436 hedge funds and large institutions have $6.38B invested in iShares Russell Mid-Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 134 increasing their positions, 147 reducing their positions, and 32 closing their positions.

Holders
436
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
10.89%
Holding in Top 10
27
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.18%
% of All Funds
0.67%
New
37
Increased
134
Reduced
147
Closed
32
Calls
$1.02M
Puts
$1.37M
Net Calls
-$350K
Net Calls Change
+$3.24M
Name Market Value Shares Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
351
CAPTRUST Financial Advisors
North Carolina
$98K 1,169 +1,169 New
BBHC
352
Brown Brothers Harriman & Co
New York
$86K 1,020
PA
353
Parallel Advisors
California
$84K 997 -1,871 -65%
BWP
354
Baldwin Wealth Partners
Massachusetts
$79K 944
TC
355
Trust Company
Kansas
$79K 937
OAM
356
Oppenheimer Asset Management
New York
$79K 941 +47 +5%
FC
357
Ferris Capital
Massachusetts
$73K 864 +864 New
WA
358
WFG Advisors
Texas
$70K 828 +105 +15%
UWPG
359
Ullmann Wealth Partners Group
Florida
$70K 839 +169 +25%
BL
360
Balentine LLC
Georgia
$69K 825
Simplex Trading
361
Simplex Trading
Illinois
$68K 819 -7,696 -90%
WA
362
Winfield Associates
Ohio
$67K 800
TCOV
363
Trust Company of Vermont
Vermont
$62K 737 -224 -23%
WEC
364
Winslow Evans & Crocker
Massachusetts
$55.6K 661 -1 -0.2%
Carson Wealth (CWM LLC)
365
Carson Wealth (CWM LLC)
Nebraska
$54K 640
FMII
366
Farmers & Merchants Investments Inc
Nebraska
$54K 640
GBBWRPM
367
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$51K 618
WC
368
Whitnell & Co
Illinois
$50K 595
SFM
369
Systematic Financial Management
New Jersey
$43K 515 -72 -12%
AIM
370
Advantage Investment Management
Iowa
$42K 502
SPL
371
Smart Portfolios LLC
Washington
$40K 471
NFG
372
Next Financial Group
Texas
$39K 469 -92 -16%
CFA
373
Carroll Financial Associates
North Carolina
$38K 459
SIAP
374
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$36K 434 +434 New
RFWA
375
RPg Family Wealth Advisory
Massachusetts
$35.3K 420 +420 New