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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 %
OC
326
Oarsman Capital
Wisconsin
$270K 3,024 -99 -3%
BP
327
Ballentine Partners
Massachusetts
$270K 3,025 +300 +11%
MCM
328
MV Capital Management
Maryland
$269K 3,019 – –
MC
329
Middleton & Co
Massachusetts
$268K 3,001 – –
PAI
330
Pittenger & Anderson Inc
Nebraska
$267K 3,000 – –
HCIA
331
Hochman Cole Investment Advisors
Illinois
$267K 2,991 +90 +3%
VWA
332
V Wealth Advisors
Kansas
$260K 2,875 +484 +20%
MOACM
333
Mutual of America Capital Management
New York
$260K 2,920 +2,920 New
DWM
334
Dynasty Wealth Management
Florida
$259K 2,904 +2,904 New
FTIOP
335
Fiduciary Trust International of Pennsylvania
Pennsylvania
$259K 2,905 +2,905 New
LC
336
LCNB Corp
Ohio
$254K 2,853 – –
RCAG
337
Rehmann Capital Advisory Group
Michigan
$254K 2,853 +5 +0.2%
ONB
338
Old National Bancorp
Indiana
$253K 2,841 -583 -17%
BDF
339
Balasa Dinverno & Foltz
$250K 2,800 – –
SFM
340
Systematic Financial Management
New Jersey
$246K 2,759 +2,402 +673%
EFSCE
341
Enterprise Financial Services Corp (EFSC)
Missouri
$245K 2,752 – –
GRP
342
Global Retirement Partners
California
$244K 2,742 +124 +5%
HCM
343
Hilton Capital Management
New York
– – – –
AA
344
Ancora Advisors
Ohio
$241K 2,698 – –
EVM
345
Eaton Vance Management
Massachusetts
$240K 2,688 -212 -7%
Cetera Investment Advisers
346
Cetera Investment Advisers
Illinois
$234K 2,599 -339 -12%
VA
347
Valmark Advisers
Ohio
$234K 2,625 +2,625 New
OC
348
Oakworth Capital
Alabama
$224K 2,531 – –
BI
349
Ballast Inc
Kentucky
$223K 2,504 +2,504 New
Wolverine Trading
350
Wolverine Trading
Illinois
$220K 2,463 +2,463 New
12 13
14
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