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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
SFM
376
Systematic Financial Management
New Jersey
$30K -$13.2K -158 -31%
AC
377
Alexandria Capital
Virginia
$29K
BWM
378
Baystate Wealth Management
Massachusetts
$29K
FANJ
379
Financial Architects (New Jersey)
New Jersey
$28K +$2.1K +25 +8%
VFA
380
Valeo Financial Advisors
Indiana
$28K +$27.2K +325 New
MPWT
381
MassMutual Private Wealth & Trust
Connecticut
$27.6K -$4.19K -50 -13%
PK
382
Pflug Koory
Nebraska
$27K
JCM
383
Jacobi Capital Management
Pennsylvania
$26K
SNT
384
Security National Trust
West Virginia
$26K
PWM
385
Perigon Wealth Management
California
$26K +$251 +3 +1%
BBPWM
386
Blue Bell Private Wealth Management
Pennsylvania
$25K
CHP
387
Cable Hill Partners
Oregon
$23K +$22.5K +268 New
VCM
388
Vigilant Capital Management
Maine
$23K +$23.1K +276 New
AIS
389
Accurate Investment Solutions
Pennsylvania
$22K -$81.4K -971 -79%
BCM
390
Blume Capital Management
California
$22K +$21.4K +255 New
PFGIA
391
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$168 +2 +0.8%
CCM
392
Covington Capital Management
California
$21K +$21K +250 New
PG
393
Patten Group
Tennessee
$20K
KF
394
Krilogy Financial
Missouri
$18K +$2.43K +29 +16%
HR
395
Howe & Rusling
New York
$17K
RE
396
RBC Europe
United Kingdom
$16.7K +$16.5K +197 New
CPA
397
Clear Perspective Advisors
Illinois
$15K
HT
398
Heritage Trust
Oklahoma
$14K
PMFA
399
Plante Moran Financial Advisors
Michigan
$14K
NFG
400
Next Financial Group
Texas
$13K -$26.4K -315 -67%