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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
OBWP
151
O'Brien Wealth Partners
Massachusetts
$1.5M -$49.6K -592 -3%
HCMT
152
Highland Capital Management (Tennessee)
Tennessee
$1.45M -$50.3K -600 -3%
SWP
153
Stratos Wealth Partners
Ohio
$1.45M +$49.4K +589 +4%
CSM
154
CAMG Solamere Management
North Carolina
$1.44M +$1.42M +16,981 New
MA
155
MCF Advisors
Kentucky
$1.44M -$122K -1,456 -8%
CTC
156
Central Trust Company
Missouri
$1.42M -$150K -1,793 -10%
AB
157
Atlas Brown
Kentucky
$1.42M -$922 -11 -0.1%
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$1.42M -$26.8K -320 -2%
GT
159
Glenview Trust
Kentucky
$1.41M
CWM
160
Calamos Wealth Management
Illinois
$1.39M
CWM
161
Cahaba Wealth Management
Georgia
$1.39M +$1.37M +16,316 New
MGIA
162
Moneta Group Investment Advisors
Missouri
$1.38M +$261K +3,115 +24%
PPA
163
Parametric Portfolio Associates
Washington
$1.37M +$1.35M +16,099 New
TFCP
164
Twin Focus Capital Partners
Massachusetts
$1.3M -$34.6K -413 -3%
WB
165
WesBanco Bank
West Virginia
$1.29M +$5.28K +63 +0.4%
MWP
166
MYCIO Wealth Partners
Pennsylvania
$1.28M +$51K +609 +4%
SIAS
167
Shine Investment Advisory Services
Colorado
$1.27M +$6.54K +78 +0.5%
TCM
168
Telos Capital Management
California
$1.26M +$94.7K +1,130 +8%
VF
169
Virtu Financial
New York
$1.26M +$680K +8,114 +121%
TNB
170
Thomasville National Bank
Georgia
$1.25M -$21.8K -260 -2%
BSWMG
171
Barrington Strategic Wealth Management Group
Illinois
$1.2M -$31.4K -375 -3%
HNB
172
Huntington National Bank
Ohio
$1.16M
VNIM
173
Vaughan Nelson Investment Management
Texas
$1.15M -$46.1K -550 -4%
WI
174
WrapManager Inc
California
$1.11M +$21K +251 +2%
MSTVIM
175
Messner & Smith Theme Value Investment Management
California
$1.1M -$210K -2,500 -16%