We are live on ! Find out more
IWS icon

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
TF
1
TIAA FSB
Florida
$1.81B +$543M +6,480,886 +44%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$422M +$874K +10,430 +0.2%
Wells Fargo
3
Wells Fargo
California
$416M -$4.73M -56,414 -1%
Morgan Stanley
4
Morgan Stanley
New York
$395M +$21.4M +255,746 +6%
American Century Companies
5
American Century Companies
Missouri
$367M +$23.5M +279,958 +7%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$358M +$26.3M +313,729 +8%
CB
7
Commerce Bank
Missouri
$340M +$1.71M +20,376 +0.5%
Bank of America
8
Bank of America
North Carolina
$287M -$12.7M -151,770 -4%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$222M -$4.11M -49,030 -2%
UBS Group
10
UBS Group
Switzerland
$206M +$944K +11,263 +0.5%
Victory Capital Management
11
Victory Capital Management
Texas
$171M +$11.8M +140,900 +8%
SI
12
Stephens Inc
Arkansas
$155M -$463K -5,528 -0.3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$136M +$2.65M +31,611 +2%
Goldman Sachs
14
Goldman Sachs
New York
$74.8M +$63.5M +757,669 +617%
Ameriprise
15
Ameriprise
Minnesota
$69.7M -$78M -931,046 -53%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$68.6M +$15.1M +180,351 +29%
Axa
17
Axa
France
$64.1M -$2.36M -28,200 -4%
LPL Financial
18
LPL Financial
California
$63M -$5.72M -68,277 -8%
SB
19
Suntrust Banks
Georgia
$52.4M +$943K +11,258 +2%
Betterment LLC
20
Betterment LLC
New York
$48.4M +$1.21M +14,466 +3%
M&T Bank
21
M&T Bank
New York
$40M -$2.72M -32,449 -6%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$39.5M +$2.43M +28,949 +7%
ZB
23
Zions Bancorporation
Utah
$32.8M +$4.16M +49,583 +15%
US Bancorp
24
US Bancorp
Minnesota
$32.7M +$1.44M +17,162 +5%
JP Morgan Chase
25
JP Morgan Chase
New York
$29.7M -$8.37M -99,917 -22%