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iShares Russell Mid-Cap Value ETF

308 hedge funds and large institutions have $4.24B invested in iShares Russell Mid-Cap Value ETF in 2014 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 117 increasing their positions, 76 reducing their positions, and 19 closing their positions.

Holders
308
Holders Change
+14
Holders Change %
+4.76%
% of All Funds
8.86%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.69%
New
35
Increased
117
Reduced
76
Closed
19
Calls
$1.03M
Puts
Net Calls
+$1.03M
Net Calls Change
-$192K
Name Holding Trade Value Shares
Change
Shares
Change %
CDIA
201
Capital Directions Investment Advisors
Georgia
$401K
DADC
202
D.A. Davidson & Co
Montana
$401K
CCM
203
Cohen Capital Management
California
$400K +$21.4K +295 +6%
CAM
204
Cubic Asset Management
Massachusetts
$394K +$9.07K +125 +2%
CNBT
205
Canandaigua National Bank & Trust
New York
$372K
BAM
206
Berkshire Asset Management
Pennsylvania
$370K
PAG
207
Private Advisor Group
New Jersey
$368K +$102K +1,405 +38%
BP
208
Ballentine Partners
Massachusetts
$364K
SI
209
SII Investments
Wisconsin
$361K +$45.5K +627 +14%
PWM
210
ParenteBeard Wealth Management
Pennsylvania
$359K +$1.31K +18 +0.4%
NES
211
New England Securities
New York
$356K +$14.8K +204 +4%
SHWM
212
Smith & Howard Wealth Management
Georgia
$354K
VAM
213
Verity Asset Management
North Carolina
$353K +$353K +4,867 New
FNBT
214
FineMark National Bank & Trust
Florida
$347K
UBWV
215
United Bank (West Virginia)
West Virginia
$344K
LW
216
Linscomb Wealth
Texas
$342K
CBN
217
Cadence Bank NA
Texas
$339K +$339K +4,671 New
3AM
218
3D Asset Management
Connecticut
$335K -$25.7K -354 -7%
BFPW
219
BOK Financial Private Wealth
Colorado
$333K
AW
220
ACG Wealth
Georgia
$333K +$333K +4,587 New
DY
221
Dowling & Yahnke
California
$332K -$21.4K -294 -6%
KIA
222
KCM Investment Advisors
California
$327K +$327K +4,500 New
FTIOP
223
Fiduciary Trust International of Pennsylvania
Pennsylvania
$325K +$3.64K +50 +1%
Chevy Chase Trust
224
Chevy Chase Trust
Maryland
$325K +$23.9K +330 +8%
MCM
225
Manchester Capital Management
Vermont
$322K