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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

437 hedge funds and large institutions have $6.15B invested in iShares Russell Mid-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 127 increasing their positions, 157 reducing their positions, and 36 closing their positions.

Holders
437
Holders Change
+5
Holders Change %
+1.16%
% of All Funds
10.9%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.82%
New
45
Increased
127
Reduced
157
Closed
36
Calls
$4.22M
Puts
$7.81M
Net Calls
-$3.59M
Net Calls Change
-$401K

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$63.6M
2
TCT
2
TIAA CREF Trust
Missouri
$1.17B
3
Morgan Stanley
3
Morgan Stanley
New York
$369M
4
Stifel Financial
4
Stifel Financial
Missouri
$40M
5
Victory Capital Management
5
Victory Capital Management
Texas
$153M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$10.8M
2
American Century Companies
2
American Century Companies
Missouri
$295M
3
Wells Fargo
3
Wells Fargo
California
$419M
4
Jane Street
4
Jane Street
New York
$0
5
US Bancorp
5
US Bancorp
Minnesota
$31.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
451
Alambic Investment Management
California
– – -3,500 Closed
PPA
452
Parametric Portfolio Associates
Washington
– – -3,192 Closed
MWM
453
Mission Wealth Management
California
– – -3,167 Closed
FI
454
FormulaFolio Investments
Michigan
– – -2,937 Closed
JFGLC
455
Johnson Financial Group LLC (Colorado)
Colorado
– – -2,903 Closed
CCMG
456
Clark Capital Management Group
Pennsylvania
– – -2,687 Closed
Fiera Capital (Canada)
457
Fiera Capital (Canada)
Quebec, Canada
– – -2,655 Closed
SIC
458
Sigma Investment Counselors
Michigan
– – -2,654 Closed
PP
459
PagnatoKarp Partners
Virginia
– – -2,537 Closed
FB
460
Fulton Bank
Pennsylvania
– – -2,506 Closed
Federated Hermes
461
Federated Hermes
Pennsylvania
– – -1,250 Closed
CAPTRUST Financial Advisors
462
CAPTRUST Financial Advisors
North Carolina
– – -875 Closed
CTB
463
Country Trust Bank
Illinois
– – -565 Closed
JIC
464
Joel Isaacson & Co
New York
– – -538 Closed
IIC
465
Integrated Investment Consultants
Michigan
– – -463 Closed
AP
466
Atwood & Palmer
Missouri
– – -364 Closed
FIB
467
First Interstate Bank
Montana
– – -300 Closed
DBT
468
Dubuque Bank & Trust
Iowa
– – -89 Closed
AA
469
AlphaMark Advisors
Kentucky
– – -59 Closed
IDBONY
470
Israel Discount Bank of New York
New York
– – -33 Closed
SFS
471
Sowell Financial Services
Arkansas
– – -31 Closed
Wolverine Trading
472
Wolverine Trading
Illinois
– – – –
Parallax Volatility Advisers
473
Parallax Volatility Advisers
California
$0 1 – –
GI
474
Gradient Investments
Minnesota
$0 5 – –
PA
475
Perceptive Advisors
New York
$0 2 – –
16 17 18
19
20