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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

437 hedge funds and large institutions have $6.15B invested in iShares Russell Mid-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 127 increasing their positions, 157 reducing their positions, and 36 closing their positions.

Holders
437
Holders Change
+5
Holders Change %
+1.16%
% of All Funds
10.9%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.82%
New
45
Increased
127
Reduced
157
Closed
36
Calls
$4.22M
Puts
$7.81M
Net Calls
-$3.59M
Net Calls Change
-$401K

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$63.6M
2
TCT
2
TIAA CREF Trust
Missouri
$1.17B
3
Morgan Stanley
3
Morgan Stanley
New York
$369M
4
Stifel Financial
4
Stifel Financial
Missouri
$40M
5
Victory Capital Management
5
Victory Capital Management
Texas
$153M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$10.8M
2
American Century Companies
2
American Century Companies
Missouri
$295M
3
Wells Fargo
3
Wells Fargo
California
$419M
4
Jane Street
4
Jane Street
New York
$0
5
US Bancorp
5
US Bancorp
Minnesota
$31.3M
Name Market Value Shares Shares
Change 		Shares
Change %
ZF
226
Zhang Financial
Michigan
$606K 6,706 -521 -7%
AAM
227
Autus Asset Management
Arizona
$605K 7,289 -2,133 -23%
FCBT
228
First Citizens Bank & Trust
North Carolina
$592K 7,133 +1,015 +17%
KCM
229
Kennedy Capital Management
Missouri
$591K 7,127 -3,311 -32%
AA
230
Alesco Advisors
New York
$583K 7,025 +160 +2%
CWM
231
Cranbrook Wealth Management
Michigan
$578K 6,965 – –
SCM
232
SOL Capital Management
Maryland
$573K 6,900 – –
ONB
233
Old National Bancorp
Indiana
$561K 6,764 -593 -8%
TI
234
Truepoint Inc
Ohio
$554K 6,672 – –
SI
235
SII Investments
Wisconsin
$551K 6,644 +87 +1%
WA
236
WESPAC Advisors
California
$535K 6,452 +6,452 New
MC
237
Mathes Company
New York
$534K 6,440 -600 -9%
CC
238
Courier Capital
New York
$533K 6,418 -54 -0.8%
FNBT
239
FineMark National Bank & Trust
Florida
$526K 6,333 +419 +7%
CAL
240
Capital Analysts LLC
Pennsylvania
$525K 6,325 +350 +6%
PTC
241
Private Trust Company
Ohio
$524K 6,326 +46 +0.7%
SPWA
242
SteelBridge Private Wealth Advisors
Florida
$522K 6,293 – –
FLI
243
Family Legacy Inc
South Carolina
$508K 6,121 +6,121 New
SHWM
244
Smith & Howard Wealth Management
Georgia
$506K 6,101 – –
SWM
245
SVA Wealth Management
Wisconsin
$505K 6,084 +2 +0%
BCM
246
Brookstone Capital Management
Illinois
$492K 5,929 +2,464 +71%
CAM
247
Cubic Asset Management
Massachusetts
$473K 5,703 – –
TBA
248
Train Babcock Advisors
New York
$473K 5,700 – –
CCM
249
Cohen Capital Management
California
$466K 5,610 +17 +0.3%
EWA
250
EP Wealth Advisors
California
$454K 5,471 -1,630 -23%
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