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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 %
CCM
351
Coldstream Capital Management
Washington
$220K 2,463 +2,463 New
BOTW
352
Bank of the West
California
$218K 2,444 – –
BTNA
353
Bremer Trust National Association
Minnesota
$214K 2,390 – –
KIA
354
KCM Investment Advisors
California
$212K 2,380 – –
EWM
355
Evercore Wealth Management
New York
$205K 2,299 – –
SGCA
356
Steel Grove Capital Advisors
Tennessee
$204K 2,287 -478 -17%
NWP
357
Northstar Wealth Partners
Connecticut
$203K 2,249 +2,249 New
GLA
358
Great Lakes Advisors
Illinois
$202K 2,268 -97 -4%
GC
359
Gratus Capital
Georgia
$202K 2,265 +2,265 New
SYBT
360
Stock Yards Bank & Trust
Kentucky
$202K 2,267 +2,267 New
NB
361
Nicolet Bankshares
Wisconsin
$201K 2,251 +2,251 New
BFM
362
Boston Financial Management
Massachusetts
$201K 2,252 +2,252 New
BWA
363
BDO Wealth Advisors
Florida
$183K 2,053 -50 -2%
PFBT
364
Parkside Financial Bank & Trust
Missouri
$183K 2,061 -50 -2%
ST
365
Smithfield Trust
Pennsylvania
$181K 2,035 +625 +44%
BFEC
366
Benjamin F. Edwards & Company
Missouri
$179K 2,011 +346 +21%
MBT
367
Monroe Bank & Trust
Michigan
$178K 2,000 +2,000 New
SWM
368
SeaCrest Wealth Management
New York
$177K 1,989 +1,989 New
PA
369
Parallel Advisors
California
$166K 1,857 -140 -7%
AWMS
370
Advocacy Wealth Management Services
Georgia
$154K 1,727 -135 -7%
BWA
371
Burt Wealth Advisors
Maryland
$154K 1,723 – –
AOWM
372
Alpha Omega Wealth Management
Virginia
$152K 1,703 – –
FCB
373
First Command Bank
Texas
$147K 1,652 +150 +10%
FCFS
374
First Command Financial Services
Texas
$147K 1,652 +150 +10%
CLOS
375
Compagnie Lombard Odier SCmA
Switzerland
$144K 1,624 +1,624 New
13 14
15
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