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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 %
NFG
251
Next Financial Group
Texas
$586K 7,676 +7,595 +9,377%
MFW
252
Mosaic Family Wealth
Missouri
$582K 7,618 +349 +5%
CAL
253
Capital Analysts LLC
Pennsylvania
$579K 7,583 +194 +3%
RJT
254
Raymond James Trust
Florida
$575K 7,529 +2,692 +56%
LB
255
Legacy Bridge
Iowa
$575K 7,530 +7,530 New
HCA
256
Harbour Capital Advisors
Virginia
$573K 7,500 +7,500 New
MC
257
Mathes Company
New York
$572K 7,490 +3,250 +77%
SFM
258
Systematic Financial Management
New Jersey
$567K 7,431 +7,329 +7,185%
TWP
259
Total Wealth Planning
Ohio
$566K 7,416 +7,416 New
CAM
260
Cubic Asset Management
Massachusetts
$563K 7,375 +1,443 +24%
PWMG
261
Prestige Wealth Management Group
New Jersey
$563K 7,376 +7,376 New
FCH
262
Freestone Capital Holdings
Washington
$555K 7,265 +100 +1%
CFG
263
Cooper Financial Group
California
$553K 7,242 +7,242 New
BCM
264
BTC Capital Management
Iowa
$539K 7,062 – –
HB
265
Homrich & Berg
Georgia
$531K 6,950 -121 -2%
TI
266
Truepoint Inc
Ohio
$518K 6,782 – –
NFG
267
Nations Financial Group
Iowa
$513K 6,720 +415 +7%
ZF
268
Zhang Financial
Michigan
$512K 6,706 – –
DWA
269
Douglass Winthrop Advisors
New York
$508K 6,649 – –
PTC
270
Private Trust Company
Ohio
$506K 6,637 +793 +14%
FMTC
271
Farmers & Merchants Trust Company
California
$502K 6,579 +6,579 New
AAM
272
Autus Asset Management
Arizona
$500K 6,544 -65 -1%
AW
273
ACG Wealth
Georgia
$495K 6,480 +2,747 +74%
IWC
274
Integrated Wealth Concepts
Massachusetts
$488K 6,388 +741 +13%
SAM
275
Silvercrest Asset Management
New York
$484K 6,341 -145 -2%
9 10
11
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