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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

436 hedge funds and large institutions have $6.38B invested in iShares Russell Mid-Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 134 increasing their positions, 147 reducing their positions, and 32 closing their positions.

Holders
436
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
10.89%
Holding in Top 10
27
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.18%
% of All Funds
0.67%
New
37
Increased
134
Reduced
147
Closed
32
Calls
$1.02M
Puts
$1.37M
Net Calls
-$350K
Net Calls Change
+$3.24M

Top Buyers

1
TF
1
TIAA FSB
Florida
$1.25B
2
Ameriprise
2
Ameriprise
Minnesota
$147M
3
LPL Financial
3
LPL Financial
California
$68.1M
4
American Century Companies
4
American Century Companies
Missouri
$340M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$328M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$37.8M
2
LFAS
2
Level Four Advisory Services
Texas
$293K
3
TFA
3
Transamerica Financial Advisors
Florida
$1K
4
Stifel Financial
4
Stifel Financial
Missouri
$25.8M
5
BFG
5
Barber Financial Group
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AA
226
Alesco Advisors
New York
$582K 6,925 -100 -1%
CWM
227
Cranbrook Wealth Management
Michigan
$572K 6,797 -168 -2%
BCM
228
Brookstone Capital Management
Illinois
$570K 6,777 +848 +14%
TI
229
Truepoint Inc
Ohio
$567K 6,712 +40 +0.6%
VF
230
Virtu Financial
New York
$565K 6,723 +6,723 New
SI
231
SII Investments
Wisconsin
$555K 6,621 -23 -0.3%
MFW
232
Mosaic Family Wealth
Missouri
$554K 6,589 -1,822 -22%
MC
233
Mathes Company
New York
$542K 6,440 – –
CC
234
Courier Capital
New York
$540K 6,418 – –
MAM
235
Meeder Asset Management
Ohio
$534K 6,352 -2,074 -25%
CAL
236
Capital Analysts LLC
Pennsylvania
$532K 6,325 – –
FNBT
237
FineMark National Bank & Trust
Florida
$530K 6,298 -35 -0.6%
SPWA
238
SteelBridge Private Wealth Advisors
Florida
$529K 6,293 – –
SWM
239
SVA Wealth Management
Wisconsin
$514K 6,111 +27 +0.4%
SHWM
240
Smith & Howard Wealth Management
Georgia
$513K 6,101 – –
FLI
241
Family Legacy Inc
South Carolina
$493K 5,867 -254 -4%
TBA
242
Train Babcock Advisors
New York
$479K 5,700 – –
CAM
243
Cubic Asset Management
Massachusetts
$478K 5,679 -24 -0.4%
CCM
244
Cohen Capital Management
California
$472K 5,610 – –
BP
245
Ballentine Partners
Massachusetts
$469K 5,500 +487 +10%
FNBOO
246
First National Bank of Omaha
Nebraska
$455K 5,409 +50 +0.9%
WT
247
Washington Trust
Rhode Island
$453K 5,393 – –
Bessemer Group
248
Bessemer Group
New Jersey
$448K 5,332 +4,632 +662%
SIM
249
SSI Investment Management
California
$447K 5,295 -10,984 -67%
EWA
250
EP Wealth Advisors
California
$443K 5,273 -198 -4%
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