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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
PP
326
Palladium Partners
Virginia
-$26K -380 Closed
WA
327
Waverly Advisors
Alabama
-$23K -334 Closed
WOC
328
West Oak Capital
California
-$6.87K -100 Closed