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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
PFBT
326
Parkside Financial Bank & Trust
Missouri
$179K -$12.8K -153 -7%
BWA
327
BDO Wealth Advisors
Florida
$179K
PA
328
Parallel Advisors
California
$172K +$83.8K +1,000 +100%
AWMS
329
Advocacy Wealth Management Services
Georgia
$158K
BWA
330
Burt Wealth Advisors
Maryland
$146K
AOWM
331
Alpha Omega Wealth Management
Virginia
$145K
BFEC
332
Benjamin F. Edwards & Company
Missouri
$141K -$8.62M -102,868 -98%
GWS
333
Glassman Wealth Services
Virginia
$131K
FCB
334
First Command Bank
Texas
$127K
FCFS
335
First Command Financial Services
Texas
$127K
MFBTD
336
MB Financial Bank - Trust Department
Illinois
$127K
BA
337
Bristlecone Advisors
Washington
$121K +$119K +1,422 New
ST
338
Smithfield Trust
Pennsylvania
$120K
FA
339
Fortis Advisors
Pennsylvania
$120K +$118K +1,408 New
First Manhattan
340
First Manhattan
New York
$116K
LM
341
Legg Mason
Maryland
$114K -$7.29K -87 -6%
LWCFA
342
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$110K
BAM
343
Barrett Asset Management
New York
$104K -$28.7K -342 -22%
Manulife (Manufacturers Life Insurance)
344
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$103K
DSC
345
Duncker Streett & Co
Missouri
$99K
BBHC
346
Brown Brothers Harriman & Co
New York
$87K
LA
347
Legacy Advisors
Pennsylvania
$83K +$82.1K +980 New
BWP
348
Baldwin Wealth Partners
Massachusetts
$80K
TC
349
Trust Company
Kansas
$80K
AFNAS
350
American Financial Network Advisory Services
California
$80K +$78.8K +940 New