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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.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

54% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 76

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

20% more capital invested

Capital invested by funds: $3.54B → $4.24B (+$702M)

5% more funds holding

Funds holding: 294308 (+14)

4.77% less ownership

Funds ownership: 61.82%57.05% (-4.8%)

Holders
308
Holders Change
+14
Holders Change %
+4.76%
% of All Funds
8.85%
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
Change in
Stake
KCPG
251
Kavar Capital Partners Group
Kansas
$207K
SYBT
252
Stock Yards Bank & Trust
Kentucky
$204K -$16.3K -234 -8%
BDF
253
Balasa Dinverno & Foltz
$203K +$195K +2,800 New
BGIM
254
Brandywine Global Investment Management
Pennsylvania
$189K +$32.8K +470 +22%
HCM
255
Horrell Capital Management
Arkansas
$172K -$12.3K -177 -7%
MFBTD
256
MB Financial Bank - Trust Department
Illinois
$157K
LWM
257
LBA Wealth Management
Florida
$145K
PAS
258
Partnervest Advisory Services
California
$131K -$30.4K -436 -19%
BAM
259
Barrett Asset Management
New York
$124K
Barclays
260
Barclays
United Kingdom
$122K
PO
261
Private Ocean
California
$122K
CAL
262
Capital Analysts LLC
Pennsylvania
$109K +$34.9K +500 +50%
ST
263
Smithfield Trust
Pennsylvania
$102K
First Manhattan
264
First Manhattan
New York
$97K
Lazard Asset Management
265
Lazard Asset Management
New York
$95K +$28.5K +409 +45%
AP
266
Atwood & Palmer
Missouri
$92K +$88.7K +1,271 New
DSC
267
Duncker Streett & Co
Missouri
$85K
FBT
268
Founders Bank & Trust
Michigan
$83K
EWM
269
Evercore Wealth Management
New York
$82K +$55.8K +800 +240%
WA
270
WFG Advisors
Texas
$81K
EFSCE
271
Enterprise Financial Services Corp (EFSC)
Missouri
$75K
WA
272
Winfield Associates
Ohio
$66K
MAS
273
Madden Advisory Services
Florida
$61K
WTB
274
Washington Trust Bank
Washington
$58K
PSI
275
Pinnacle Summer Investments
Virginia
$53K