We are live on ! Find out more
IWS icon

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
AW
276
ACG Wealth
Georgia
$316K -$8.3K -99 -3%
UBWV
277
United Bank (West Virginia)
West Virginia
$312K
CDIA
278
Capital Directions Investment Advisors
Georgia
$308K -$28.1K -335 -8%
TYCC
279
Texas Yale Capital Corp
Florida
$306K +$39.8K +475 +15%
CAW
280
Cornerstone Advisors (Washington)
Washington
$304K
VFA
281
Voya Financial Advisors
Connecticut
$300K +$1.51K +18 +0.5%
BFIM
282
Beese Fulmer Investment Management
Ohio
$295K
FCAG
283
First Capital Advisors Group
New Jersey
$294K +$290K +3,463 New
SHCM
284
Stokes & Hubbell Capital Management
Louisiana
$292K +$1.43K +17 +0.5%
ONB
285
Old National Bancorp
Indiana
$291K -$323K -3,860 -53%
TSWM
286
Triangle Securities Wealth Management
North Carolina
$289K +$13K +155 +5%
Verition Fund Management
287
Verition Fund Management
Connecticut
$286K +$282K +3,363 New
CCA
288
Cobblestone Capital Advisors
New York
$284K
DADC
289
D.A. Davidson & Co
Montana
$270K +$90.7K +1,082 +52%
RT
290
Rockland Trust
Massachusetts
$269K +$9.97K +119 +4%
MHS
291
M Holdings Securities
Oregon
$266K -$71.2K -850 -21%
Brown Advisory
292
Brown Advisory
Maryland
$266K -$51.9K -619 -17%
OC
293
Oarsman Capital
Wisconsin
$265K
Kovitz Investment Group Partners
294
Kovitz Investment Group Partners
Illinois
$260K
WAM
295
Wealthspire Advisors (Maryland)
Maryland
$257K +$59.4K +709 +31%
MCM
296
MV Capital Management
Maryland
$256K
MC
297
Middleton & Co
Massachusetts
$255K
PAI
298
Pittenger & Anderson Inc
Nebraska
$255K
Cetera Investment Advisers
299
Cetera Investment Advisers
Illinois
$251K +$11.5K +137 +5%
HCIA
300
Hochman Cole Investment Advisors
Illinois
$246K