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iShares Russell Mid-Cap Value ETF

294 hedge funds and large institutions have $3.54B invested in iShares Russell Mid-Cap Value ETF in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 86 increasing their positions, 109 reducing their positions, and 18 closing their positions.

Holders
294
Holders Change
+16
Holders Change %
+5.76%
% of All Funds
8.5%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.58%
New
38
Increased
86
Reduced
109
Closed
18
Calls
$1.22M
Puts
Net Calls
+$1.22M
Net Calls Change
+$782K
Name Market Value Shares Shares
Change
Shares
Change %
EK
176
Evensky & Katz
Florida
$450K 6,550
IPC
177
Independent Portfolio Consultants
Florida
$443K 6,446 +6,446 New
IB
178
Intrust Bank
Kansas
$427K 6,216
MHS
179
M Holdings Securities
Oregon
$424K 6,166 +6,166 New
LPT
180
Legacy Private Trust
Wisconsin
$419K 6,103 +77 +1%
CA
181
Cetera Advisors
Colorado
$411K 5,948 -1,746 -23%
WCM
182
Wisconsin Capital Management
Wisconsin
$402K 5,855 -200 -3%
PFG
183
Pacific Financial Group
Washington
$393K 5,715 -107 -2%
TBA
184
Train Babcock Advisors
New York
$392K 5,700
CDIA
185
Capital Directions Investment Advisors
Georgia
$380K 5,528 -640 -10%
DADC
186
D.A. Davidson & Co
Montana
$379K 5,532 -29 -0.5%
SSB
187
Sandy Spring Bank
Maryland
$378K 5,500 -597 -10%
CAM
188
Cubic Asset Management
Massachusetts
$365K 5,305 +125 +2%
MGIA
189
Moneta Group Investment Advisors
Missouri
$358K 5,212 -650 -11%
CCM
190
Cohen Capital Management
California
$358K 5,215
CNBT
191
Canandaigua National Bank & Trust
New York
$353K 5,130 +5,130 New
BWFA
192
Baltimore-Washington Financial Advisors
Maryland
$352K 5,124 +1,475 +40%
RCAG
193
Rehmann Capital Advisory Group
Michigan
$351K 5,102 +274 +6%
TI
194
Truepoint Inc
Ohio
$350K 5,088 -208 -4%
BAM
195
Berkshire Asset Management
Pennsylvania
$350K 5,094 +3 +0.1%
BP
196
Ballentine Partners
Massachusetts
$345K 5,013
3AM
197
3D Asset Management
Connecticut
$341K 4,965
PWM
198
ParenteBeard Wealth Management
Pennsylvania
$339K 4,925 -442 -8%
SHWM
199
Smith & Howard Wealth Management
Georgia
$335K 4,881
DY
200
Dowling & Yahnke
California
$334K 4,862