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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

531 hedge funds and large institutions have $7.31B invested in iShares Russell Mid-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 180 increasing their positions, 137 reducing their positions, and 60 closing their positions.

Holders
531
Holders Change
+28
Holders Change %
+5.57%
% of All Funds
11.85%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.62%
New
94
Increased
180
Reduced
137
Closed
60
Calls
$214K
Puts
$775K
Net Calls
-$561K
Net Calls Change
-$642K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$391M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$75.3M
3
FIA
3
Foundations Investment Advisors
Arizona
$41M
4
ACA
4
Anchor Capital Advisors
Massachusetts
$42.6M
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$45.6M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$193M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$342M
3
SS
3
Simplicity Solutions
Minnesota
$616K
4
AWM
4
AE Wealth Management
Kansas
$589K
5
GG
5
GenWealth Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
226
SVA Wealth Management
Wisconsin
$844K 11,048 +6,855 +163%
CWM
227
Cahaba Wealth Management
Georgia
$838K 10,984 -985 -8%
DADC
228
D.A. Davidson & Co
Montana
$821K 10,757 +188 +2%
WI
229
Wedgewood Investors
Pennsylvania
$810K 10,604 – –
BIA
230
Bigelow Investment Advisors
Maine
$793K 10,384 -120 -1%
MCWS
231
McKinley Carter Wealth Services
West Virginia
$791K 10,355 -198 -2%
PPA
232
Parametric Portfolio Associates
Washington
$787K 10,303 -1,537 -13%
FFG
233
Ford Financial Group
California
$776K 10,170 -139 -1%
TRCT
234
Tower Research Capital (TRC)
New York
$764K 9,997 +9,570 +2,241%
Millennium Management
235
Millennium Management
New York
$743K 9,738 +9,738 New
AA
236
Alesco Advisors
New York
$741K 9,706 +2,200 +29%
PFT
237
Providence First Trust
Arizona
$720K 9,430 – –
CBN
238
Cadence Bank NA
Texas
$719K 9,412 +749 +9%
AIG
239
American International Group
New York
$697K 9,125 -3,700 -29%
SSB
240
Sandy Spring Bank
Maryland
$639K 8,372 -6 -0.1%
FCI
241
Financial Counselors Inc
Kansas
$633K 8,285 +620 +8%
JFGIW
242
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$626K 8,198 +1,217 +17%
FB
243
Fulton Bank
Pennsylvania
$623K 8,169 +8,169 New
SS
244
Simplicity Solutions
Minnesota
$616K 8,075 -259,230 -97%
PSUF
245
People's United Financial
Connecticut
$606K 7,935 -601 -7%
LW
246
Linscomb Wealth
Texas
$599K 7,846 – –
Kayne Anderson Rudnick Investment Management
247
Kayne Anderson Rudnick Investment Management
California
$597K 7,817 +27 +0.3%
PMG
248
Private Management Group
California
$594K 7,775 – –
FAAS
249
First Allied Advisory Services
California
$593K 7,778 -716 -8%
AWM
250
AE Wealth Management
Kansas
$589K 7,721 -210,543 -96%
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