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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

489 hedge funds and large institutions have $7.57B invested in iShares Russell Mid-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 152 increasing their positions, 137 reducing their positions, and 30 closing their positions.

Holders
489
Holders Change
+55
Holders Change %
+12.67%
% of All Funds
11.11%
Holding in Top 10
33
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+22.22%
% of All Funds
0.75%
New
87
Increased
152
Reduced
137
Closed
30
Calls
$205K
Puts
$2.86M
Net Calls
-$2.66M
Net Calls Change
-$27.7M

Top Buyers

1
SGAM
1
Stephens Group Asset Management
Arkansas
$79.7M
2
TF
2
TIAA FSB
Florida
$1.98B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$485M
4
Bank of America
4
Bank of America
North Carolina
$335M
5
WWM
5
Windsor Wealth Management
Indiana
$29.3M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$267M
2
SI
2
Stephens Inc
Arkansas
$97M
3
SAM
3
Sentinel Asset Management
Vermont
$9.88M
4
Victory Capital Management
4
Victory Capital Management
Texas
$164M
5
Ohio Public Employees Retirement System (OPERS)
5
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.27M
Name Market Value Shares Shares
Change 		Shares
Change %
SPWA
251
SteelBridge Private Wealth Advisors
Florida
$561K 6,293 – –
Franklin Resources
252
Franklin Resources
California
$560K 6,279 -1,028 -14%
FNBOO
253
First National Bank of Omaha
Nebraska
$551K 6,185 +1,476 +31%
Chevy Chase Trust
254
Chevy Chase Trust
Maryland
$543K 6,087 -300 -5%
HB
255
Homrich & Berg
Georgia
$534K 5,995 +1,141 +24%
CAM
256
Cubic Asset Management
Massachusetts
$527K 5,906 +227 +4%
FAAS
257
First Allied Advisory Services
California
$526K 5,927 +441 +8%
NI
258
Nuance Investments
Missouri
$526K 5,895 +5,895 New
EWA
259
EP Wealth Advisors
California
$523K 5,864 +735 +14%
IA
260
IFG Advisory
Georgia
$511K 5,734 +5,734 New
TBA
261
Train Babcock Advisors
New York
$508K 5,700 +5,700 New
CCM
262
Cohen Capital Management
California
$506K 5,672 +42 +0.7%
BCM
263
BTC Capital Management
Iowa
$497K 5,575 +1,745 +46%
DADC
264
D.A. Davidson & Co
Montana
$489K 5,482 +2,300 +72%
BRF
265
B. Riley Financial
California
$484K 5,421 -86 -2%
FLI
266
Family Legacy Inc
South Carolina
$484K 5,432 +5,432 New
WT
267
Washington Trust
Rhode Island
$474K 5,320 -50 -0.9%
EK
268
Evensky & Katz
Florida
$470K 5,274 +56 +1%
FFBTD
269
First Financial Bank - Trust Division
Ohio
$465K 5,219 – –
MWAC
270
Mariner Wealth Advisors (Cincinnati)
Ohio
$462K 5,183 +564 +12%
CNBT
271
Canandaigua National Bank & Trust
New York
$457K 5,130 – –
PTC
272
Private Trust Company
Ohio
$455K 5,111 – –
SWPG
273
Strategic Wealth Partners Group
Illinois
$452K 5,075 – –
AI
274
Atria Investments
North Carolina
$450K 5,044 +119 +2%
SIM
275
SSI Investment Management
California
$437K 4,866 -4 -0.1%
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