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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
BC
126
Bartlett & Co
Ohio
$2.39M +$846K +10,095 +56%
IP
127
Investment Partners
Ohio
$2.32M +$23.7K +283 +1%
IA
128
IFP Advisors
Florida
$2.32M +$93.4K +1,114 +4%
FA
129
FCG Advisors
New Jersey
$2.25M -$27.6K -329 -1%
Citadel Advisors
130
Citadel Advisors
Florida
$2.21M -$704K -8,402 -24%
SSB
131
Sandy Spring Bank
Maryland
$2.21M -$87.9K -1,049 -4%
FUBT
132
First United Bank & Trust
Maryland
$2.17M -$239K -2,855 -10%
WIC
133
Whitegate Investment Counselors
New Hampshire
$2.12M -$8.38K -100 -0.4%
AT
134
Arden Trust
Delaware
$2.09M -$37.1K -443 -2%
GWM
135
Geneos Wealth Management
Colorado
$1.99M -$9.97K -119 -0.5%
SCG
136
Sonata Capital Group
Washington
$1.99M
BlackRock
137
BlackRock
New York
$1.97M -$128K -1,523 -6%
SIA
138
Starfire Investment Advisers
Michigan
$1.94M +$5.2K +62 +0.3%
UCFA
139
United Capital Financial Advisors
Texas
$1.87M +$110K +1,317 +6%
BWFA
140
Baltimore-Washington Financial Advisors
Maryland
$1.86M +$223K +2,657 +14%
WT
141
Whittier Trust
California
$1.8M +$33.5K +400 +2%
WSFS
142
Wilmington Savings Fund Society
Delaware
$1.79M -$211K -2,515 -11%
CHC
143
City Holding Co
West Virginia
$1.78M -$13.4K -160 -0.8%
BJL
144
Brighton Jones LLC
Washington
$1.76M +$10.5K +125 +0.6%
CA
145
Cetera Advisors
Colorado
$1.76M +$75.4K +900 +5%
STMM
146
South Texas Money Management
Texas
$1.73M -$23.9K -285 -1%
MCM
147
MAI Capital Management
Ohio
$1.65M +$227K +2,712 +16%
WTC
148
WhitTier Trust Company
Nevada
$1.58M +$7.96K +95 +0.5%
SFG
149
Sage Financial Group
Pennsylvania
$1.54M -$16.2K -193 -1%
TAIM
150
TD Ameritrade Investment Management
Nebraska
$1.54M -$2.6K -31 -0.2%