IWS icon

iShares Russell Mid-Cap Value ETF

256 hedge funds and large institutions have $3.3B invested in iShares Russell Mid-Cap Value ETF in 2013 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 89 increasing their positions, 78 reducing their positions, and 15 closing their positions.

Holders
256
Holders Change
+10
Holders Change %
+4.07%
% of All Funds
8.3%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.65%
New
29
Increased
89
Reduced
78
Closed
15
Calls
$1.54M
Puts
$798K
Net Calls
+$743K
Net Calls Change
+$1.72M
Name Market Value Shares Shares
Change
Shares
Change %
KeyBank National Association
26
KeyBank National Association
Ohio
$26.2M 429,713 -413,509 -49%
SIM
27
Sigma Investment Management
Oregon
$24.6M 403,550 -2,808 -0.7%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$22.6M 371,557 +34,654 +10%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$19.7M 323,515 +251,105 +347%
WTNA
30
Wilmington Trust National Association
Delaware
$17.6M 288,246 +44,431 +18%
US Bancorp
31
US Bancorp
Minnesota
$16.1M 265,098 -14,257 -5%
BF
32
BOK Financial
Oklahoma
$15.4M 252,629 -46,020 -15%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$15.1M 248,375 +16,663 +7%
WSTAM
34
Wilbanks Smith & Thomas Asset Management
Virginia
$14.9M 244,334 +13,117 +6%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$14.4M 236,634 -677 -0.3%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$14.1M 230,678 -5,824 -2%
ANTB
37
AMG National Trust Bank
Colorado
$12.2M 200,164 +13,080 +7%
CAN
38
Cetera Advisor Networks
California
$11.6M 191,185 +108,968 +133%
MA
39
MUFG Americas
New York
$11.3M 185,447 +7,166 +4%
TAG
40
Tactical Allocation Group
Michigan
$11M 180,490 +180,490 New
QIM
41
Quest Investment Management
Oregon
$10.9M 179,705
NFA
42
Nationwide Fund Advisors
Ohio
$10.8M 177,363 +25,540 +17%
JFG
43
JMG Financial Group
Illinois
$10.6M 173,886 -9,689 -5%
BPB
44
Badgley, Phelps & Bell
Washington
$10.4M 170,866 +18,337 +12%
MWM
45
Merriman Wealth Management
Washington
$10.3M 168,986 +136,540 +421%
JIC
46
Johnson Investment Counsel
Ohio
$10.1M 166,278 -312 -0.2%
FMT
47
First Mercantile Trust
Tennessee
$10.1M 165,711 +3,083 +2%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$8.53M 140,115 +17,258 +14%
AMG
49
Asset Management Group
Connecticut
$8.23M 135,180 +3,311 +3%
SPL
50
Smart Portfolios LLC
Washington
$8.08M 132,552 +132,421 +101,085%