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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 %
GWS
376
Glassman Wealth Services
Virginia
$139K 1,562 +20 +1%
MFBTD
377
MB Financial Bank - Trust Department
Illinois
$134K 1,500 – –
UBS AM
378
UBS AM
Illinois
$125K 1,407 +541 +62%
FA
379
Fortis Advisors
Pennsylvania
$124K 1,387 -21 -1%
First Manhattan
380
First Manhattan
New York
$122K 1,376 – –
CAPTRUST Financial Advisors
381
CAPTRUST Financial Advisors
North Carolina
$116K 1,298 -905 -41%
LWCFA
382
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$116K 1,300 – –
BAM
383
Barrett Asset Management
New York
$109K 1,225 – –
Manulife (Manufacturers Life Insurance)
384
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$109K 1,225 +7 +0.6%
DSC
385
Duncker Streett & Co
Missouri
$104K 1,166 – –
CA
386
Calton & Associates
Florida
$101K 1,099 +1,099 New
BBHC
387
Brown Brothers Harriman & Co
New York
$91K 1,020 – –
LA
388
Legacy Advisors
Pennsylvania
$87K 980 – –
W
389
WealthShield
North Carolina
$86K 962 +962 New
WP
390
WealthShield Partners
North Carolina
$86K 962 +962 New
FFC
391
First Financial Corp
Indiana
$85K 947 +269 +40%
TC
392
Trust Company
Kansas
$84K 937 – –
BWP
393
Baldwin Wealth Partners
Massachusetts
$84K 944 – –
LCM
394
Liberty Capital Management
Michigan
$82K 900 – –
Carson Wealth (CWM LLC)
395
Carson Wealth (CWM LLC)
Nebraska
$81K 907 +107 +13%
MSA
396
Marino Stram & Associates
Massachusetts
$79K 883 +883 New
BL
397
Balentine LLC
Georgia
$74K 825 – –
WA
398
Winfield Associates
Ohio
$72K 800 – –
AFNAS
399
American Financial Network Advisory Services
California
$71K 800 -140 -15%
ME
400
McIlrath & Eck
Washington
$71K 799 +799 New
14 15
16
17 18