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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
PWAG
51
Polaris Wealth Advisory Group
California
$14M +$2.63M +31,324 +24%
SCM
52
Sterling Capital Management
North Carolina
$13.8M +$4.69K +56 +0%
BCIM
53
Bishop & Co Investment Management
Pennsylvania
$13.6M -$246K -2,931 -2%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$13.1M -$713K -8,509 -5%
HWA
55
Heritage Wealth Advisors
Virginia
$12M +$14.2K +169 +0.1%
OCM
56
One Capital Management
California
$11.9M +$576K +6,870 +5%
TSS
57
Two Sigma Securities
New York
$11.8M +$11.7M +139,345 New
JFG
58
JMG Financial Group
Illinois
$11.6M -$515K -6,149 -4%
LFWA
59
LBJ Family Wealth Advisors
Texas
$11.1M +$1.15M +13,778 +12%
HighTower Advisors
60
HighTower Advisors
Illinois
$10.9M -$84.8K -1,012 -0.8%
HIMCH
61
Hartford Investment Management Co (HIMCO)
Connecticut
$10.2M -$1.3M -15,548 -11%
HAFS
62
Hapanowicz & Associates Financial Services
Pennsylvania
$10.2M +$831K +9,922 +9%
FHA
63
First Horizon Advisors
Tennessee
$9.94M +$445K +5,315 +5%
MA
64
MUFG Americas
New York
$9.92M -$619K -7,385 -6%
BTS
65
BB&T Securities
Virginia
$9.79M +$284K +3,392 +3%
HFBOT
66
Home Federal Bank of Tennessee
Tennessee
$9.72M +$95.6K +1,141 +1%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$9.32M +$83.2K +993 +0.9%
Stifel Financial
68
Stifel Financial
Missouri
$9.11M -$16.7M -199,201 -65%
NFA
69
Nationwide Fund Advisors
Ohio
$9.09M +$1.12M +13,336 +14%
RWM
70
Ritholtz Wealth Management
New York
$9.02M +$532K +6,351 +6%
Northern Trust
71
Northern Trust
Illinois
$7.64M +$727K +8,670 +11%
CAN
72
Cetera Advisor Networks
California
$7.6M +$5.28K +63 +0.1%
AWM
73
AE Wealth Management
Kansas
$7.5M +$2.83M +33,713 +62%
FMT
74
First Mercantile Trust
Tennessee
$7.24M -$465K -5,544 -6%
JMPWA
75
JP Morgan Private Wealth Advisors
California
$7.23M +$4.04M +48,151 +130%