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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
SPC
176
Sigma Planning Corp
Michigan
$1.09M -$38.3K -457 -3%
GP
177
Girard Partners
Pennsylvania
$1.07M +$13.2K +158 +1%
BPB
178
Badgley, Phelps & Bell
Washington
$1.02M -$2.1K -25 -0.2%
GWA
179
Guidant Wealth Advisors
Illinois
$1.01M -$44.3K -529 -4%
KCM
180
Kennedy Capital Management
Missouri
$1M -$258K -3,079 -21%
IH
181
IFC Holdings
Florida
$998K +$37.6K +449 +4%
MWM
182
Meridian Wealth Management
Kentucky
$994K -$118K -1,412 -11%
OC
183
Oppenheimer & Co
New York
$975K -$58.6K -699 -6%
BUB
184
BBVA USA Bancshares
Texas
$965K +$3.1K +37 +0.3%
FNT
185
First National Trust
Pennsylvania
$931K -$34K -406 -4%
WI
186
Wedgewood Investors
Pennsylvania
$914K
FA
187
FDx Advisors
Illinois
$908K -$22.1K -264 -2%
PFT
188
Providence First Trust
Arizona
$824K -$4.19K -50 -0.5%
HCA
189
Harbour Capital Advisors
Virginia
$814K -$8.38K -100 -1%
CC
190
Cassaday & Co
Virginia
$811K +$47.3K +565 +6%
BFPW
191
BOK Financial Private Wealth
Colorado
$797K
MCWS
192
McKinley Carter Wealth Services
West Virginia
$792K -$1.26K -15 -0.2%
DW
193
Domani Wealth
Pennsylvania
$774K -$4.53K -54 -0.6%
FCBT
194
First Citizens Bank & Trust
North Carolina
$760K +$48.4K +578 +7%
NFC
195
Northeast Financial Consultants
Connecticut
$757K +$7.21K +86 +1%
CBN
196
Cadence Bank NA
Texas
$736K +$726K +8,663 New
WA
197
WESPAC Advisors
California
$732K -$90K -1,074 -11%
Comerica Bank
198
Comerica Bank
Texas
$719K -$50.3K -600 -7%
RP
199
Reinhart Partners
Wisconsin
$713K +$704K +8,400 New
AZA
200
Arthur Zaske & Associates
Michigan
$700K