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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
SPIA
76
Steward Partners Investment Advisory
New York
$7M +$78K +931 +1%
GLI
77
Guardian Life Insurance
New York
$6.31M +$6.23M +74,332 New
IAA
78
Ironsides Asset Advisors
North Carolina
$6.31M
Baird Financial Group
79
Baird Financial Group
Wisconsin
$6.28M +$110K +1,316 +2%
OAM
80
Occidental Asset Management
California
$6.03M +$217K +2,592 +4%
FC
81
Forte Capital
New York
$5.92M +$47.7K +569 +0.8%
AG
82
Advisor Group
Arizona
$5.75M -$1.17M -14,004 -17%
Natixis Advisors
83
Natixis Advisors
Massachusetts
$5.62M +$1.55M +18,461 +39%
SEI Investments
84
SEI Investments
Pennsylvania
$5.56M +$767K +9,147 +16%
HS
85
Huntington Steele
Pennsylvania
$5.55M +$111K +1,322 +2%
ASN
86
Advisory Services Network
Georgia
$5.47M +$5.08M +60,671 +1,641%
I2I
87
Insight 2811 Inc
Illinois
$5.43M -$379K -4,519 -7%
GG
88
GenWealth Group
New Jersey
$5.39M +$54.6K +652 +1%
Mariner
89
Mariner
Kansas
$4.89M +$328K +3,917 +7%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$4.79M +$142K +1,693 +3%
William Blair & Company
91
William Blair & Company
Illinois
$4.72M -$161K -1,925 -3%
PFM
92
Parsec Financial Management
North Carolina
$4.7M -$248K -2,965 -5%
Citigroup
93
Citigroup
New York
$4.67M -$693K -8,270 -13%
1IA
94
1834 Investment Advisors
Wisconsin
$4.66M -$21.4K -255 -0.5%
GT
95
Glenmede Trust
Pennsylvania
$4.45M
Bank of New York Mellon
96
Bank of New York Mellon
New York
$4.4M +$63K +752 +1%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$4.29M -$115K -1,369 -3%
PGFC
98
Peapack-Gladstone Financial Corp
New Jersey
$4.1M -$255K -3,047 -6%
LPIC
99
LeJeune Puetz Investment Counsel
Michigan
$4.08M
RFC
100
Regions Financial Corp
Alabama
$4.05M -$51.5K -614 -1%