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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

432 hedge funds and large institutions have $5.89B invested in iShares Russell Mid-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 144 increasing their positions, 120 reducing their positions, and 29 closing their positions.

Holders
432
Holders Change
+48
Holders Change %
+12.5%
% of All Funds
10.82%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.78%
New
80
Increased
144
Reduced
120
Closed
29
Calls
$5.35M
Puts
$8.54M
Net Calls
-$3.19M
Net Calls Change
-$624K

Top Buyers

1
TCT
1
TIAA CREF Trust
Missouri
$1.07B
2
Wells Fargo
2
Wells Fargo
California
$429M
3
American Century Companies
3
American Century Companies
Missouri
$362M
4
Victory Capital Management
4
Victory Capital Management
Texas
$119M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$262M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$16.9M
2
AssetMark Inc
2
AssetMark Inc
California
$95.4M
3
GAMA
3
Graticule Asia Macro Advisors
New York
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$399M
5
Ohio Public Employees Retirement System (OPERS)
5
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
226
SouthState Corp
Florida
$590K 7,339 – –
SWPG
227
Strategic Wealth Partners Group
Illinois
$589K 7,327 -29 -0.4%
ZF
228
Zhang Financial
Michigan
$587K 7,227 -300 -4%
PSUF
229
People's United Financial
Connecticut
$584K 7,260 +162 +2%
MC
230
Mathes Company
New York
$566K 7,040 +2,945 +72%
CWM
231
Cranbrook Wealth Management
Michigan
$560K 6,965 -247 -3%
SCM
232
SOL Capital Management
Maryland
$555K 6,900 +500 +8%
AA
233
Alesco Advisors
New York
$552K 6,865 +1,614 +31%
TI
234
Truepoint Inc
Ohio
$547K 6,672 – –
SI
235
SII Investments
Wisconsin
$529K 6,557 -295 -4%
CC
236
Courier Capital
New York
$521K 6,472 -104 -2%
HWP
237
Hefty Wealth Partners
Indiana
$519K 6,455 -1,166 -15%
SPWA
238
SteelBridge Private Wealth Advisors
Florida
$515K 6,293 +44 +0.7%
VFA
239
Voya Financial Advisors
Connecticut
$508K 6,304 +1,500 +31%
CIBC World Market
240
CIBC World Market
Ontario, Canada
$507K 6,300 – –
PTC
241
Private Trust Company
Ohio
$505K 6,280 +1,154 +23%
Allianz Asset Management
242
Allianz Asset Management
Germany
$494K 6,144 +6,144 New
FCBT
243
First Citizens Bank & Trust
North Carolina
$492K 6,118 +6,118 New
SHWM
244
Smith & Howard Wealth Management
Georgia
$491K 6,101 +1,500 +33%
QCG
245
Quadrant Capital Group
Ohio
$489K 6,111 – –
SWM
246
SVA Wealth Management
Wisconsin
$489K 6,082 +6 +0.1%
CAL
247
Capital Analysts LLC
Pennsylvania
$481K 5,975 -15 -0.3%
FNBT
248
FineMark National Bank & Trust
Florida
$476K 5,914 – –
DADC
249
D.A. Davidson & Co
Montana
$469K 5,846 +164 +3%
EWA
250
EP Wealth Advisors
California
$467K 7,101 +2,146 +43%
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