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iShares Russell Mid-Cap Value ETF

350 hedge funds and large institutions have $4.5B invested in iShares Russell Mid-Cap Value ETF in 2016 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 92 increasing their positions, 144 reducing their positions, and 43 closing their positions.

Holders
350
Holders Change
-17
Holders Change %
-4.63%
% of All Funds
9.34%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.61%
New
30
Increased
92
Reduced
144
Closed
43
Calls
$1.98M
Puts
$2.55M
Net Calls
-$570K
Net Calls Change
-$7.83M
Name Market Value Shares Shares
Change
Shares
Change %
TI
201
Truepoint Inc
Ohio
$473K 6,672 -226 -3%
SC
202
SouthState Corp
Florida
$471K 6,637 -38 -0.6%
CAL
203
Capital Analysts LLC
Pennsylvania
$459K 6,470 +320 +5%
LW
204
Linscomb Wealth
Texas
$451K 6,353
MHS
205
M Holdings Securities
Oregon
$447K 6,305 +1,070 +20%
NFG
206
Nations Financial Group
Iowa
$443K 6,244 -78 -1%
SPWA
207
SteelBridge Private Wealth Advisors
Florida
$443K 6,249 +6,249 New
CIC
208
Carnegie Investment Counsel
Ohio
$431K 6,085
FNBT
209
FineMark National Bank & Trust
Florida
$428K 6,037 +141 +2%
AAM
210
Autus Asset Management
Arizona
$421K 5,941 +151 +3%
BP
211
Ballentine Partners
Massachusetts
$417K 5,875 +862 +17%
EK
212
Evensky & Katz
Florida
$413K 5,829 -2,653 -31%
MWAC
213
Mariner Wealth Advisors (Cincinnati)
Ohio
$410K 5,776 -855 -13%
FAAS
214
First Allied Advisory Services
California
$410K 5,732 -382 -6%
MOACM
215
Mutual of America Capital Management
New York
$409K 5,760 -6,080 -51%
TBA
216
Train Babcock Advisors
New York
$404K 5,700
CAM
217
Cubic Asset Management
Massachusetts
$403K 5,675
IB
218
Intrust Bank
Kansas
$403K 5,682
CFG
219
Citizens Financial Group
Rhode Island
$386K 5,449 +124 +2%
WT
220
Washington Trust
Rhode Island
$383K 5,393
Simplex Trading
221
Simplex Trading
Illinois
$383K 5,411 +5,411 New
CCM
222
Cohen Capital Management
California
$376K 5,482
CNBT
223
Canandaigua National Bank & Trust
New York
$364K 5,130
AA
224
Alesco Advisors
New York
$362K 5,100
ST
225
Sageworth Trust
Pennsylvania
$360K 5,080