We are live on ! Find out more
IWS icon

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
VIA
401
Vantage Investment Advisors
Pennsylvania
$13K -$11.3K -135 -47%
LNB
402
Ledyard National Bank
$13K
SFG
403
SevenBridge Financial Group
Pennsylvania
$13K
BGIM
404
Brandywine Global Investment Management
Pennsylvania
$13K +$12.8K +153 New
FPS
405
Fieldpoint Private Securities
Connecticut
$12K +$11.7K +140 New
VNA
406
Valley National Advisers
Pennsylvania
$11K
MIM
407
Macroview Investment Management
Maryland
$11K +$8.55K +102 +464%
BCI
408
Brinker Capital Investments
Pennsylvania
$10K
EWM
409
Endurance Wealth Management
Rhode Island
$10K
GBT
410
Grove Bank & Trust
Florida
$10K
RIA
411
RPG Investment Advisory
California
$10K
TDC
412
Thompson Davis & Co
Virginia
$10K
ACM
413
Armbruster Capital Management
New York
$9K
CAL
414
Capital Advisors Ltd
Ohio
$9K
AF
415
Allworth Financial
California
$8K
DBT
416
Dubuque Bank & Trust
Iowa
$8K +$7.46K +89 New
BWL
417
Bogart Wealth LLC
Virginia
$7K +$6.7K +80 New
HFM
418
Hartford Financial Management
Connecticut
$6K +$6.7K +80 New
SBL
419
Sargent Bickham Lagudis
Colorado
$5K -$4.86K -58 -50%
CBT
420
Capital Bank & Trust
California
$5K
IP
421
Intellectus Partners
California
$5K
DPA
422
Delphi Private Advisors
California
$4K -$5.7K -68 -57%
CFD
423
Creative Financial Designs
Indiana
$4K -$1.51K -18 -30%
JAM
424
Jolley Asset Management
North Carolina
$4K
MWM
425
Mascoma Wealth Management
New Hampshire
$4K