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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
EVM
301
Eaton Vance Management
Massachusetts
$246K +$243K +2,900 New
RCAG
302
Rehmann Capital Advisory Group
Michigan
$242K +$754 +9 +0.3%
LC
303
LCNB Corp
Ohio
$242K +$25K +298 +12%
TC
304
Telemus Capital
Michigan
$240K
BDF
305
Balasa Dinverno & Foltz
$238K
SGCA
306
Steel Grove Capital Advisors
Tennessee
$235K
EFSCE
307
Enterprise Financial Services Corp (EFSC)
Missouri
$234K
BP
308
Ballentine Partners
Massachusetts
$232K -$233K -2,775 -50%
HCM
309
Hilton Capital Management
New York
$231K
AA
310
Ancora Advisors
Ohio
$230K -$92.3K -1,101 -29%
I
311
IberiaBank
Louisiana
$230K +$225K +2,680 New
ACI
312
Alpha Cubed Investments
California
$228K +$10.4K +124 +5%
GRP
313
Global Retirement Partners
California
$222K +$104K +1,239 +90%
OC
314
Oakworth Capital
Alabama
$210K
BOTW
315
Bank of the West
California
$208K
VWA
316
V Wealth Advisors
Kansas
$205K
HSA
317
HBK Sorce Advisory
Pennsylvania
$204K +$84 +1 +0%
FWIA
318
Fort Washington Investment Advisors
Ohio
$204K +$201K +2,400 New
AWA
319
Arete Wealth Advisors
Illinois
$204K +$202K +2,406 New
BTNA
320
Bremer Trust National Association
Minnesota
$203K -$12.6K -150 -6%
KIA
321
KCM Investment Advisors
California
$202K
GLA
322
Great Lakes Advisors
Illinois
$201K -$1.59K -19 -0.8%
EWM
323
Evercore Wealth Management
New York
$195K
IWM
324
IHT Wealth Management
Illinois
$193K
CAPTRUST Financial Advisors
325
CAPTRUST Financial Advisors
North Carolina
$190K +$86.7K +1,034 +88%