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iShares Russell Mid-Cap Value ETF
493 hedge funds and large institutions have $7.59B invested in iShares Russell Mid-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 152 increasing their positions, 153 reducing their positions, and 33 closing their positions.
New
Increased
Maintained
Reduced
Closed
4% more capital invested
Capital invested by funds: $7.33B → $7.59B (+$265M)
0.72% more ownership
Funds ownership: 69.34% → 70.06% (+0.72%)
1% less repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 153
2% less funds holding
Funds holding: 501 → 493 (-8)
12% less funds holding in top 10
Funds holding in top 10: 34 → 30 (-4)
12% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 33
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2.19M
Holders
493
Holders Change
-8
Holders Change %
-1.6%
% of All Funds
11.29%
Holding in Top 10
30
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.76%
% of All Funds
0.69%
New
29
Increased
152
Reduced
153
Closed
33
Calls
–
Puts
$2.19M
Net Calls
-$2.19M
Net Calls Change
-$2.01M
Top Buyers
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$134M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$43.9M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$30.6M |
| 4 |
AssetMark Inc
Concord,
California
|
+$21.2M |
| 5 |
Morgan Stanley
New York
|
+$18.4M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$67.6M |
| 2 |
ZB
Zions Bancorporation
Salt Lake City,
Utah
|
-$40.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$36.7M |
| 4 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$26M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$20.6M |
