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iShares Russell Mid-Cap Value ETF

434 hedge funds and large institutions have $7.03B invested in iShares Russell Mid-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 142 increasing their positions, 135 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,552% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $1.61M

10% more capital invested

Capital invested by funds: $6.38B → $7.03B (+$647M)

1.59% more ownership

Funds ownership: 66.7%68.29% (+1.6%)

5% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 135

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

0% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 35

0% less funds holding

Funds holding: 436434 (-2)

Holders
434
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
10.82%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.67%
New
35
Increased
142
Reduced
135
Closed
35
Calls
$26.7M
Puts
$1.61M
Net Calls
+$25M
Net Calls Change
+$25.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CBU
251
CIBC Bank USA
Illinois
$414K +$8.8K +105 +2%
HB
252
Homrich & Berg
Georgia
$412K +$84 +1 +0%
FNBOO
253
First National Bank of Omaha
Nebraska
$400K -$58.7K -700 -13%
AIM
254
Allen Investment Management
New York
$397K
EWMCB
255
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$395K
MWAC
256
Mariner Wealth Advisors (Cincinnati)
Ohio
$392K -$29.3K -350 -7%
CFG
257
Citizens Financial Group
Rhode Island
$392K +$5.2K +62 +1%
EA
258
Edge Advisors
Georgia
$382K
BAS
259
Brown Advisory Securities
Maryland
$380K +$379K +4,527 New
MCM
260
Manchester Capital Management
Vermont
$376K
CCP
261
Corient Capital Partners
California
$370K
BO
262
Bank OZK
Arkansas
$367K -$15.9K -190 -4%
CB
263
Chemical Bank
Michigan
$367K
FIM
264
Freedom Investment Management
Connecticut
$367K +$48.4K +578 +15%
BAM
265
Berkshire Asset Management
Pennsylvania
$366K
BEAM
266
Baker Ellis Asset Management
Washington
$362K
BB
267
Busey Bank
Illinois
$354K
SFA
268
Sequoia Financial Advisors
Ohio
$354K
1SB
269
1ST Source Bank
Indiana
$352K
SXL
270
Summit X LLC
Missouri
$351K
MC
271
Mathes Company
New York
$335K -$210K -2,500 -39%
AP
272
Appleton Partners
Massachusetts
$330K
BCM
273
BTC Capital Management
Iowa
$326K -$523K -6,235 -62%
IB
274
Intrust Bank
Kansas
$317K
NGA
275
Naples Global Advisors
Florida
$317K