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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

434 hedge funds and large institutions have $7.03B invested in iShares Russell Mid-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 142 increasing their positions, 135 reducing their positions, and 35 closing their positions.

Holders
434
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
10.84%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.67%
New
35
Increased
142
Reduced
135
Closed
35
Calls
$26.7M
Puts
$1.61M
Net Calls
+$25M
Net Calls Change
+$25.4M

Top Buyers

1
TF
1
TIAA FSB
Florida
$1.81B
2
Goldman Sachs
2
Goldman Sachs
New York
$74.8M
3
LFAS
3
Level Four Advisory Services
Texas
$29.7M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$358M
5
American Century Companies
5
American Century Companies
Missouri
$367M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$69.7M
2
UBS AM
2
UBS AM
Illinois
$73.5K
3
Stifel Financial
3
Stifel Financial
Missouri
$9.11M
4
Bank of America
4
Bank of America
North Carolina
$287M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$141K
Name Market Value Shares Shares
Change 		Shares
Change %
CBU
251
CIBC Bank USA
Illinois
$414K 4,876 +105 +2%
HB
252
Homrich & Berg
Georgia
$412K 4,854 +1 +0%
FNBOO
253
First National Bank of Omaha
Nebraska
$400K 4,709 -700 -13%
AIM
254
Allen Investment Management
New York
$397K 4,678 – –
EWMCB
255
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$395K 4,651 – –
MWAC
256
Mariner Wealth Advisors (Cincinnati)
Ohio
$392K 4,619 -350 -7%
CFG
257
Citizens Financial Group
Rhode Island
$392K 4,615 +62 +1%
EA
258
Edge Advisors
Georgia
$382K 4,506 – –
BAS
259
Brown Advisory Securities
Maryland
$380K 4,527 +4,527 New
MCM
260
Manchester Capital Management
Vermont
$376K 4,433 – –
CCP
261
Corient Capital Partners
California
$370K 4,352 – –
BO
262
Bank OZK
Arkansas
$367K 4,320 -190 -4%
CB
263
Chemical Bank
Michigan
$367K 4,320 – –
FIM
264
Freedom Investment Management
Connecticut
$367K 4,324 +578 +15%
BAM
265
Berkshire Asset Management
Pennsylvania
$366K 4,307 – –
BEAM
266
Baker Ellis Asset Management
Washington
$362K 4,266 – –
BB
267
Busey Bank
Illinois
$354K 4,170 – –
SFA
268
Sequoia Financial Advisors
Ohio
$354K 4,170 – –
1SB
269
1ST Source Bank
Indiana
$352K 4,147 – –
SXL
270
Summit X LLC
Missouri
$351K 4,135 – –
MC
271
Mathes Company
New York
$335K 3,940 -2,500 -39%
AP
272
Appleton Partners
Massachusetts
$330K 3,887 – –
BCM
273
BTC Capital Management
Iowa
$326K 3,830 -6,235 -62%
NGA
274
Naples Global Advisors
Florida
$317K 3,730 – –
IB
275
Intrust Bank
Kansas
$317K 3,731 – –
9 10
11
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