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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
RC
101
Rinet Company
Massachusetts
$3.86M -$21.6K -258 -0.6%
TRCT
102
Tower Research Capital (TRC)
New York
$3.8M -$2.11M -25,195 -36%
Prudential Financial
103
Prudential Financial
New Jersey
$3.77M -$1.44M -17,191 -28%
MIAN
104
Mariner Independent Advisor Network
Kansas
$3.51M +$3.46M +41,345 New
SRSA
105
S.R. Schill & Associates
Washington
$3.45M +$1.24M +14,759 +57%
CB
106
Community Bank
New York
$3.33M +$3.35K +40 +0.1%
PFA
107
Pure Financial Advisors
California
$3.25M -$103K -1,232 -3%
PFPT
108
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.13M +$694K +8,279 +29%
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$3.08M -$1.18M -14,030 -28%
V
110
Veritable
Delaware
$3.06M -$355K -4,240 -11%
HFS
111
HL Financial Services
Kentucky
$3.04M -$53.6K -640 -2%
AFP
112
Ausdal Financial Partners
Iowa
$2.88M -$438K -5,226 -13%
GW
113
GW & Wade
Massachusetts
$2.8M +$195K +2,326 +8%
SQA
114
Simon Quick Advisors
New Jersey
$2.79M +$128K +1,526 +5%
PAG
115
Private Advisor Group
New Jersey
$2.75M +$70.2K +838 +3%
BA
116
BKS Advisors
Michigan
$2.74M +$32K +382 +1%
Creative Planning
117
Creative Planning
Kansas
$2.72M +$313K +3,738 +13%
FWM
118
Frontier Wealth Management
Missouri
$2.66M -$244K -2,908 -8%
CL
119
Choreo LLC
Illinois
$2.61M -$84.5K -1,008 -3%
GIM
120
Goelzer Investment Management
Indiana
$2.58M -$26.4K -315 -1%
FMBTD
121
First Midwest Bank Trust Division
Illinois
$2.55M +$71.7K +856 +3%
FTS
122
Fifth Third Securities
Ohio
$2.54M +$141K +1,686 +6%
ANB
123
Amarillo National Bank
Texas
$2.5M +$33.6K +401 +1%
ACA
124
Anchor Capital Advisors
Massachusetts
$2.46M +$158K +1,885 +7%
NCMW
125
Northern Capital Management (Wisconsin)
Wisconsin
$2.44M -$394K -4,705 -14%