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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
LCM
351
Liberty Capital Management
Michigan
$78K -$50.3K -600 -40%
UBS AM
352
UBS AM
Illinois
$73.5K -$64.2M -766,383 -100%
BL
353
Balentine LLC
Georgia
$70K
WA
354
Winfield Associates
Ohio
$68K
Carson Wealth (CWM LLC)
355
Carson Wealth (CWM LLC)
Nebraska
$68K +$13.4K +160 +25%
OAM
356
Oppenheimer Asset Management
New York
$63K -$17K -203 -22%
TCOV
357
Trust Company of Vermont
Vermont
$62K
FFC
358
First Financial Corp
Indiana
$57K +$46.8K +558 +465%
FMII
359
Farmers & Merchants Investments Inc
Nebraska
$54K
GBBWRPM
360
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$52K +$168 +2 +0.3%
WC
361
Whitnell & Co
Illinois
$51K
Thrivent Financial for Lutherans
362
Thrivent Financial for Lutherans
Minnesota
$51K +$28.2K +337 +131%
CIM
363
Contravisory Investment Management
Massachusetts
$49K +$48.4K +577 New
FWM
364
Focused Wealth Management
New York
$44K +$21.8K +260 +101%
AIM
365
Advantage Investment Management
Iowa
$43K
CGT
366
Capital Guardian Trust
California
$43K +$42.9K +512 New
CFA
367
Carroll Financial Associates
North Carolina
$39K
SIAP
368
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$37K
WAP
369
Wealthcare Advisory Partners
Pennsylvania
$36K +$4.94K +59 +16%
RFWA
370
RPg Family Wealth Advisory
Massachusetts
$35.7K
CP
371
Corbenic Partners
Pennsylvania
$35K
NSB
372
Norway Savings Bank
Maine
$34K
RCG
373
Ruggie Capital Group
Florida
$33K
HDIM
374
Hanson & Doremus Investment Management
Vermont
$32K
WAM
375
Watermark Asset Management
California
$31K