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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
AA
426
AlphaMark Advisors
Kentucky
$3K -$838 -10 -25%
YWP
427
YorkBridge Wealth Partners
New York
$3K
CG
428
Corundum Group
Colorado
$3K +$2.96M +35,283 New
AAP
429
Arax Advisory Partners
Colorado
$1K
BRC
430
Bell Rock Capital
Delaware
$1K
TFA
431
Transamerica Financial Advisors
Florida
$1K
WB
432
Webster Bank
Connecticut
$1K
ACM
433
Aviance Capital Management
Florida
$1K +$503 +6 New
SC
434
SouthState Corp
Florida
$597 -$24.7K -295 -4%
PFG
435
Piershale Financial Group
Illinois
-$7.29M -87,865 Closed
CIM
436
Confluence Investment Management
Missouri
-$5.28M -62,767 Closed
SS
437
Simplicity Solutions
Minnesota
-$4.59M -54,583 Closed
AIG
438
American International Group
New York
-$1.69M -20,084 Closed
BC
439
Brinker Capital
Pennsylvania
-$885K -10,524 Closed
CS
440
Credit Suisse
Switzerland
-$731K -8,698 Closed
PSUF
441
People's United Financial
Connecticut
-$717K -8,530 Closed
NI
442
Nuance Investments
Missouri
-$630K -7,487 Closed
Wolverine Trading
443
Wolverine Trading
Illinois
-$592K -7,060 Closed
CC
444
Courier Capital
New York
-$540K -6,418 Closed
FLI
445
Family Legacy Inc
South Carolina
-$493K -5,867 Closed
TBA
446
Train Babcock Advisors
New York
-$479K -5,700 Closed
Bessemer Group
447
Bessemer Group
New Jersey
-$448K -5,332 Closed
CWM
448
Confluence Wealth Management
Oregon
-$338K -4,025 Closed
AUB
449
Atlantic Union Bankshares
Virginia
-$262 -3,116 Closed
MOACM
450
Mutual of America Capital Management
New York
-$261K -3,100 Closed