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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 %
1SB
276
1ST Source Bank
Indiana
$349K 4,147 -5 -0.1%
SXL
277
Summit X LLC
Missouri
$348K 4,135 +4,135 New
CWM
278
Confluence Wealth Management
Oregon
$338K 4,025 -95 -2%
MHS
279
M Holdings Securities
Oregon
$335K 3,978 -799 -17%
CDIA
280
Capital Directions Investment Advisors
Georgia
$333K 3,961 +738 +23%
AP
281
Appleton Partners
Massachusetts
$327K 3,887 – –
AW
282
ACG Wealth
Georgia
$321K 3,821 -65 -2%
AA
283
Ancora Advisors
Ohio
$320K 3,799 -100 -3%
FIM
284
Freedom Investment Management
Connecticut
$315K 3,746 -227 -6%
Brown Advisory
285
Brown Advisory
Maryland
$315K 3,744 – –
IB
286
Intrust Bank
Kansas
$314K 3,731 -1,246 -25%
NGA
287
Naples Global Advisors
Florida
$314K 3,730 – –
ASN
288
Advisory Services Network
Georgia
$311K 3,697 +1,773 +92%
UBWV
289
United Bank (West Virginia)
West Virginia
$309K 3,670 +46 +1%
CAW
290
Cornerstone Advisors (Washington)
Washington
$301K 3,578 +198 +6%
VFA
291
Voya Financial Advisors
Connecticut
$296K 3,525 -1,047 -23%
LFAS
292
Level Four Advisory Services
Texas
$293K 3,564 -339,487 -99%
BFIM
293
Beese Fulmer Investment Management
Ohio
$292K 3,478 – –
SHCM
294
Stokes & Hubbell Capital Management
Louisiana
$287K 3,418 – –
CCA
295
Cobblestone Capital Advisors
New York
$281K 3,346 -375 -10%
DY
296
Dowling & Yahnke
California
$279K 3,319 – –
TSWM
297
Triangle Securities Wealth Management
North Carolina
$273K 3,250 – –
OC
298
Oarsman Capital
Wisconsin
$263K 3,123 +17 +0.5%
TYCC
299
Texas Yale Capital Corp
Florida
$263K 3,133 +3,133 New
MOACM
300
Mutual of America Capital Management
New York
$261K 3,100 +1,434 +86%
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